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General Sales Materials

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Featured

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: Sep 2025

Morningstar’s “Thrilling 33” Article Reprint

Article reprint of Morningstar’s 2025 “Thrilling” list, a popular funds feature that lists six American Funds® at Class A shares. ... Details

Updated: Nov 2025

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: May 2026

Fixed income - Three actionable ideas for investors striving for balance (F-2 Share)

A brochure that summarizes the actionable ideas portion of our Fixed Income Roadshow deck. Details

Updated: Jun 2026
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Alphabetical

1Q 2022 - Fixed Income Perspectives

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group’s fixed income team. Details

Updated: Apr 2022

Not available to order

1Q-2026 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-2E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q26 Portfolio Construction Insights_MAIN_Brochure

Portfolio construction insights (PC Insights) brochure on equity and fixed income, including industry research, Capital's direct a... Details

Updated: May 2026

Max: 5

1Q26_Portfolio Construction Insights_MAIN_Takeaway

An abbreviated version of the portfolio construction insights (PC Insights) brochure on equity and fixed income, including industr... Details

Updated: May 2026

Max: 50

2025 Q2 World Markets Review

2025 Q2 World Markets Review Details

Updated: Jul 2025

Not available to order

2026 Midyear Outlook - Long-term perspective on markets and economies

The 2026 Midyear Outlook report features macro, equity, and fixed income themes from the perspectives of Capital investment profes... Details

Updated: Jun 2026

2026 Outlook - Long-term perspective on markets and economies

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

2026 Outlook - Long-term perspective on markets and economies (No Funds)

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

30-60-90 plan for new financial advisory clients

Template for a document that advisors give to new clients during onboarding. Depicts what to expect in the first 30, 60 and 90 day... Details

Updated: Oct 2024

ABLEAmerica Program Description

ABLEAmerica Program Description Details

Updated: Jul 2025

Max: 50

Active fixed income ETFs - A primer on what you need to know

Financial professionals are accelerating knowledge as more active ETFs come to market. Capital Group shares insights on the benefi... Details

Updated: Oct 2025

Max: 50

Advisory board starter kit

Advisory boards are among the best ways to transform clients into advocates for your business, generating loyalty as well as referrals. But those benefits don’t come without effort. Here are our easy steps to get started... Details

Updated: Oct 2024

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

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