CAPITAL GROUP AND EDWARD JONES

Working together for clients, 60 years on

Matt O’Connor
CEO, American Funds Distributors

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EDWARD JONES IPC CATEGORIES

How American Funds fit into IPC guidelines

Let us help you select funds that are compliant with Edward Jones Investment Policy Committee (IPC) guidelines to pursue your clients’ goals. 

Your commitment to investors deepens every day, as does ours. Capital Group can help you: 

  • Choose American Funds that pursue objectives aligned with your clients' goals
  • Align investments with specific objectives using our carefully researched fund ingredients
  • Build IPC-compliant core portfolios across the spectrum of your clients' goals

The Capital Group Portfolio Consulting and Analytics group can help.

Consider these American Funds:

1

GROWTH & INCOME

EuroPacific Growth Fund®

A diversified approach to international growth.

Explore now

2

GROWTH & INCOME

The Growth Fund of America®

A flexible approach to growth investing.

Explore now

3

Income

American Funds® Strategic Bond Fund

A differentiated approach to core plus investing.

Explore now

4

Income

The Bond Fund of America®

A high-quality core bond portfolio with broad diversification.

Explore now

For more information and the individual funds’ primary benchmarks, click the links above to go to the fund details pages.

Explore further: Download our brochure

American Funds foundations for Edward Jones

Building IPC-directed portfolios

Pursue clients' dreams

WHY CAPITAL GROUP?

Signature active management, now as ETFs

Our ETFs are different from our mutual funds, but all leverage The Capital System™, our signature investment approach.

Active

Backed by nine decades of active management experience, our ETFs leverage The Capital System to pursue superior outcomes.

Transparent

The transparent structure offers the broadest investment universe to express our highest conviction ideas.                            

Time-tested

Our ETFs are based on time-tested capabilities and, in some cases, existing seasoned strategies.

Tax efficient

Due to how they’re structured and regulated, ETFs may offer tax advantages.

Core holdings                       

Developed with investors’ objectives in mind, our ETFs offer solutions for the most common portfolio allocations.

Supported by our extensive resources

A new Capital Markets team and experienced ETF specialists offer additional support when you need it. 

Download our brochure

Learn how our ETF suite is designed to combine our strengths as an active manager with the benefits of the vehicle.

LEARN MORE

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Financial professionals should always contact their back office to determine if there are any restrictions on the use of American Funds products, tools, services, websites and literature.

For Edward Jones financial advisors only. Not for use with the public.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Capital Group exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETF shares are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.