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General Sales Materials

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CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Sep 2026

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Sep 2026

Not available to order

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

Updated: Sep 2026

Not available to order

College Target Date Series single sheet — America Funds College Target Date Series

This single sheet introduces financial professionals to the American Funds College Target Date Serie... Details

Updated: Feb 2026

Default target date trust mapping (assumed retirement at age 65) — Capital Group Target Date Retirement Series

Guide to determine which target date trust is appropriate for a participant's retirement horizon. Details

Updated: May 2026

Max: 50

Energy transition - Sidelined, stalled or stepping on the gas?

This thematic research paper focuses on energy transition, exploring compelling long-term investment opportunities in autos, cooli... Details

Updated: Oct 2024

Not available to order

Enhancing asset allocation via multi-objective optimization

Capital Group explores building on the limitations of traditional mean-variance optimization with a multi-objective optimization a... Details

Updated: Nov 2025

Not available to order

Estate planning - Partnering with attorney and client to conquer key process challenges

Financial advisors can help facilitate successful estate planning discussions between clients and th... Details

Updated: Feb 2025

Not available to order

ETF Quarterly Newsletter

This quarterly newsletter contains insights and highlights such as emerging opportunities in the ETF space, industry trends, and Capital Group ETF spotlights. Details

Updated: Aug 2026

Max: 50

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Apr 2025

Not available to order

Feast of opportunities - Six future food trends

Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-... Details

Updated: Jun 2026

Not available to order

Find the solution that fits your plan – financial professional version

This single sheet, aimed at financial professionals, offers an at-a-glance comparison of the features in RecordkeeperDirect, PlanP... Details

Updated: Jul 2026

Not available to order

Find the solution that fits your plan – third-party administrator version

This single sheet, aimed at TPAs, offers an at-a-glance comparison of the features in RecordkeeperDirect and PlanPremier-TPA. Details

Updated: Jul 2026

Not available to order

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Jul 2026

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Feb 2025

Max: 25

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Feb 2025

Max: 25

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Feb 2025

Max: 25

Fixed Income - Platform and results snapshot (F-2 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Jul 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: Aug 2026

Gifting assets – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Gifting - Breaking down some basics for clients gifti... Details

Updated: Jan 2022
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