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General Sales Materials

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Think no one can beat the index? Think again. (F-3 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jun 2025

Think no one can beat the index? Think again. (A Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jun 2025

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Updated: Mar 2026

Max: 50

Time-tested strategies SMA brochure – Merrill Lynch (Dealer Vrs - ML) — Separately Managed Account

Details on Capital Group’s equity SMA strategies available at Merrill Lynch. Details

Updated: Mar 2026

Max: 50

Time-tested strategies SMA brochure – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Mar 2026

Max: 50

Time-tested strategies SMA brochure – UBS (Dealer Vrs - UBS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Mar 2026

Max: 50

Updated: Apr 2026

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Feb 2025

U.S. equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Mar 2026

Max: 50

Welcome to our Series - AFTD Participant Onboarding Digital Brochure — American Funds Target Date Retirement Series

This digital brochure helps plan participants understand the distinctive features, benefits and desi... Details

Updated: May 2026

Not available to order

Wells Fargo - Core American Model Portfolios - Your portfolio should be constructed with you in mind (Dealer Vrs - WF)

A co-branded collateral brochure for Wells Fargo clients (an adaptation of the advisor-only version)... Details

Updated: Feb 2026

What a ride! A market cycle condensed into just 2 years (F-2 Share)

In this equity piece, we analyze Capital Group's equity-focused mutual funds through the past two years. We refer to this two-year... Details

Updated: Mar 2024

What to think about before leaping into a pooled employer plan

This brochure offers financial professionals an introduction to pooled employer plans and can help them choose the best solution f... Details

Updated: Jul 2024

Not available to order

What We Know for Sure - Presentation

Uses stories from The ICA Guide to illustrate concepts and strategies that address many of the concerns today's investors may have. Details

Updated: Apr 2026

When to invest? History suggests opportunity to redeploy cash

A single sheet explaining how cash-like investment returns historically lagged stocks and bonds when the Federal Reserve was on pa... Details

Updated: Nov 2024

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce litigation risk, while participants ... Details

Updated: Mar 2026

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: Jun 2026

Women's financial futures - New financial philosophies taking shape post COVID-19

Wisdom of Experience - Women's financial futures: New financial philosophies taking shape post COVID... Details

Updated: Apr 2021

Not available to order

World Markets Review May 2026

Monthly World Markets Review Details

Updated: Jun 2026

Not available to order

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