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One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: May 2026

Not available to order

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities. Details

Updated: Jun 2026

Not available to order

Parametric brochure - Time-tested strategies with customization and tax management — Separately Managed Account

Separately managed accounts that combine active tax management from Parametric and active investing ... Details

Updated: May 2026

Max: 50

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Pathways to Growth - 2026 Advisor Benchmark Study_Brochure

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Mar 2026

PC/AFMP Speaker Presentation “Grow your practice with model portfolios” 3Q-4Q21

This presentation discusses Capital Group's philosophy on portfolio construction and model portfolios, stressing our objective-bas... Details

Updated: Feb 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled sample proposal (PP Bundled)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-Bundled 401(k... Details

Updated: Jun 2025

Not available to order

PlanPremier-TPA sample proposal (PPTPA)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-TPA 401(k) retirement plan solution with administration from a third-party administrator. Details

Updated: Jun 2025

Plan your journey to retirement 401k_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Aug 2025

Not available to order

Plan your journey to retirement SIMPLE IRA_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Aug 2025

Not available to order

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021 Details

Updated: Apr 2021

Not available to order

Portfolio summary (GFPI) 1Q 2021

Portfolio summary (GFPI) 1Q 2021 Details

Updated: Apr 2021

Not available to order

Practice Management - 21-Day Brand-Building Action Plan

This plan is a follow-up for participants in the webinar, Branding your business in today’s world. It provides steps to help imple... Details

Updated: Feb 2025

Not available to order

Practice Management Overview Brochure

Brochure describing Practice Management at Capital Group, including Elite Engagement, PracticeLab.com and Pathways to Growth: Advisor Benchmark Study. Learn how advisors can engage and benefit from our specialist team. Details

Updated: Oct 2023

Quarterly Investment Portfolio - Capital Group California Core Municipal Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - Capital Group California Core Municipal Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Sep 2025

Not available to order

The real story - Capital Group versus passive in core bonds (F-2 Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

The real story - Capital Group versus passive in core bonds (A Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

Reasons to diversify

Reinforces the importance of having a diversified portfolio. Shows the best performing asset class for each of the last 10 years. Details

Updated: Jul 2025
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