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American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Jun 2026

Max: 10

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

American Funds Model Portfolios and Portfolio Series funds rated Gold by Morningstar

A piece which lists and describes American Funds Model Portfolios and Portfolio Series funds that ar... Details

Updated: Jan 2026

Not available to order

American Funds Model Portfolios at Merrill Brochure (Dealer Vrs - ML) — American Funds Model Portfolios

This brochure features all of the American Funds model portfolios available at Merrill. Details

Updated: Jun 2026

Max: 50

American Funds Model Portfolios Quarterly Commentary_1Q26 — American Funds Model Portfolios

The quarterly commentary letter for the American Funds model portfolios details model results and at... Details

Updated: May 2026
Updated: Sep 2025

Max: 10

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2026

April 2025 Allocation update – American Funds Moderate Growth Model Portfolio — American Funds Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation cha... Details

Updated: Apr 2025

Not available to order

Basic Plan Amendment to the Summary Plan Description

Basic Plan Amendment to the Summary Plan Description. Sent as part of the 2021 Amendment mailing to Plan Sponsors with a letter a... Details

Updated: Jun 2021

Not available to order

Braving the bear

This brochure shows how staying the course through three extended bear markets of the past would have paid off for long-term investors and provides helpful ideas for weathering declines. Details

Updated: Jun 2026

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017

The Capital Advantage, Equity investments single sheet, “Dream Chart” (F-2 Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delive... Details

Updated: Mar 2026

The Capital Advantage, Equity investments single sheet, “Dream Chart” (R-6 Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delive... Details

Updated: Mar 2026

The Capital Advantage, Equity investments single sheet, “Dream Chart” (A Share)

Shows how a hypothetical $10,000 investment in each of the U.S. equity-focused American Funds delivered strong results against the... Details

Updated: Mar 2026

The Capital Advantage - Lifetime chart – Class R-6 share (R-6 Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant benchmark indexes over their l... Details

Updated: May 2026

The Capital Advantage - Lifetime chart – Class A share (A Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant benchmark indexes over their l... Details

Updated: May 2026

Capital Group Active-Passive Model Portfolios Commentary_1Q26

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: May 2026

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group (Environmental, Social and Governance) ESG Policy Statement

Download our ESG policy statement to learn more about how we integrate material ESG risks and opportunities into our investment ap... Details

Updated: Mar 2026

Not available to order

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