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General Sales Materials

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Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Oct 2025

Max: 10

Invest with a long-term focus

This PDF explains how investing with a long-term focus can help retirement plan participants reach their retirement goals. Details

Updated: Jul 2025

Not available to order

IPC Foundations - Income - Edward Jones (Dealer Vrs - EJ)

This Foundations piece is the second in a series. It explores the American Funds fixed income funds within Edward Jones’ Income ca... Details

Updated: Jun 2024

Is it time to consider high-yield bonds?

This brochure explores why high-yield spreads may not widen as much in the next recession as some previous ones. It also explores ... Details

Updated: Jul 2023

Max: 50

Life and career transitions – Guiding clients toward their best retirement (while building your business)

This advisor presentation outlines seven ways to guide high net worth clients toward a fulfilling re... Details

Updated: Oct 2022

Not available to order

The Long View - 4 megatrends to watch

In this report, members of our investment team explore the future of tech, health care, trade and food. Each of these four long-term trends has the potential to transform multiple industries and create new opportunities ... Details

Updated: Mar 2024

Lose the lap, win the race (F-2 Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Mar 2026

Lose the lap, win the race (A Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Mar 2026

LPL Research American Funds Active Core portfolios (Dealer Vrs - LPL)

The investor-facing single sheet provides an overview of LPL Research American Funds Active Core portfolios and recent fund alloca... Details

Updated: Mar 2026

Max: 50

LPL SMS Co-Branded Brochure (Dealer Vrs - LPL)

Co-branded brochure highlights the combination of LPL 3(38) services and Capital Group recordkeeping solutions. Details

Updated: Jul 2025

Max: 25

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Jun 2026

Market opportunities - A guide for Edward Jones key leaders (Dealer Vrs - EJ)

Market opportunities guide for Edward Jones financial advisors, highlighting the educational and practice-management programs CG o... Details

Updated: Oct 2024

Max: 25

Meeting more needs with muni SMAs — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings, including a range of national and state-focused strategies, and availabl... Details

Updated: Mar 2026

Max: 10

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: May 2026

Max: 25

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

Municipal bond SMAs - A discerning approach to managing risk — Separately Managed Account

Overview of Capital Group’s muni SMA offering, including state portfolios, customization options and... Details

Updated: Oct 2025

Max: 50

n/a - DO NOT DISPLAY

n/a - DO NOT DISPLAY Details

Updated: Jan 2024

Not available to order

Nationwide 5-pack single sheet (Dealer Vrs - Nationwide)

This is a quarterly overview of portfolios that can be constructed at Nationwide using American Funds Insurance Series funds. This... Details

Updated: Jun 2026

Max: 50

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025

Not available to order

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025
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