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General Sales Materials

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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 - CG PCS Fixed Income Funds

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

Updated: Sep 2026

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

RecordkeeperDirect online enrollment summary guide

This guide for plan sponsors and intermediaries describes how online enrollment works for RecordkeeperDirect plans, as well as the... Details

Updated: Jan 2026

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Updated: Aug 2026

RIA Resource Guide

This RIA Resource Guide provides an overview of the resources Capital Group offers advisors who recently transitioned or are considering moving to an RIA business model, including key contacts, investment solutions and t... Details

Updated: Apr 2026

RKD e-distributions – Take advantage of a better withdrawal and loan process online

This single sheet highlights key benefits and features of the e-distribution and e-loan services ava... Details

Updated: Nov 2026

Not available to order

Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Jul 2026

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Dec 2025

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: Oct 2026

Seek capital preservation without sacrificing income potential (A Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Nov 2026

Max: 50

SIMPLE IRA Plus fact sheet - Plan sponsor version

This sheet, aimed at plan sponsors, provides an overview of our SIMPLE IRA Plus program, a small-business solution offering a 401(... Details

Updated: Dec 2025

SIMPLE IRA prospecting postcard write-in messages - Offering a retirement plan can be SIMPLE

A sheet to provide financial professionals with FINRA-reviewed messages that can be handwritten on t... Details

Updated: Mar 2026

Not available to order

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. This is a fillable 8.5 x 11 PDF. Details

Updated: Oct 2026

Not available to order

Spanish version - “Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement pl... Details

Updated: Sep 2025

Standard Version - Capital Group Equity Insights - a brave new world (F-2 Share)

Presentation providing an overview of equity market insights, equities at Capital Group and actionab... Details

Updated: Apr 2026

Not available to order

State-sponsored retirement plans and alternative options brochure - All plan types (PP Bundled RKD PPTPA)

This brochure provides plan sponsors with an overview of state-sponsored retirement plans and altern... Details

Updated: Feb 2026
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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