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General Sales Materials

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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

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

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Jun 2026

Max: 25

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients (Dealer Vrs - MML)

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Jun 2026

Max: 50

Guide to Class R shares

Differentiate our Class R shares with this single sheet that highlights pricing for each share class. Details

Updated: Nov 2025

Not available to order

Guide to market recoveries

This guide is intended to help investors navigate bear markets and early market recoveries by providing 3 facts about recoveries, 3 mistakes investors make and 3 ideas to implement in portfolios. Details

Updated: Oct 2025

How Client Accounts can help you manage your book of business

Learn how the Client Accounts section of our website can help you manage your book of business, including a list of transactions a... Details

Updated: Apr 2026

Not available to order

How elections move markets in 5 charts

How important is the 2024 U.S. presidential election to portfolios? We dug through more than 90 years of data to identify five ways elections have moved markets. Details

Updated: Aug 2024

Not available to order

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Jun 2026

Not available to order

How-to guide for ETF due diligence

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations can overlook what else financial professionals should consider in a growing market. Details

Updated: Nov 2024

Max: 50

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Dec 2025

Max: 25

The ICA Guide - Class A Shares (A Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management,... Details

Updated: Mar 2026

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for Traditional IRAs, Roth IRAs, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Jun 2025

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Jun 2026

Max: 50

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

Invest for long-term success (A Share)

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

Updated: Sep 2025

Investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter authored in 1974 by former Capital Group Chairman Jim Fullerton recalling another dark time in ... Details

Updated: Mar 2020

Not available to order

Investing in an uncertain market

This presentation dives into how market volatility can affect investor portfolios. By looking at instances of volatility over the last few decades, we examine the potential benefits of staying invested for the long-term ... Details

Updated: Jun 2026

Not available to order

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