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Featured

The ICA Guide - Class F2 Shares (F-2 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

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: May 2026

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: Jul 2026

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Aug 2026
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Alphabetical

1Q 2022 - Fixed Income Perspectives

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group’s fixed income team. Details

Updated: Apr 2022

Not available to order

2026 Midyear Outlook - Long-term perspective on markets and economies

The 2026 Midyear Outlook report features macro, equity, and fixed income themes from the perspectives of Capital investment profes... Details

Updated: Jun 2026

2026 Outlook - Long-term perspective on markets and economies

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

2026 Outlook - Long-term perspective on markets and economies (No Funds)

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

2Q-2026 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Jul 2026

2Q26 Portfolio Construction Insights_MAIN_Brochure

Portfolio construction insights (PC Insights) brochure on equity and fixed income, including industry research, Capital's direct a... Details

Updated: Aug 2026

Max: 5

2Q26_Portfolio Construction Insights_MAIN_Takeaway

An abbreviated version of the portfolio construction insights (PC Insights) brochure on equity and fixed income, including industr... Details

Updated: Aug 2026

Max: 50

30-60-90 plan for new financial advisory clients

Template for a document that advisors give to new clients during onboarding. Depicts what to expect in the first 30, 60 and 90 day... Details

Updated: Oct 2024

Active fixed income ETFs - A primer on what you need to know

Financial professionals are accelerating knowledge as more active ETFs come to market. Capital Group shares insights on the benefi... Details

Updated: Oct 2025

Max: 50

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Aug 2026

Max: 10

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Aug 2026

American Funds Model Portfolios and Portfolio Series funds rated Gold by Morningstar

A piece which lists and describes American Funds Model Portfolios and Portfolio Series funds that ar... Details

Updated: Jul 2026

Not available to order

American Funds Model Portfolios at Merrill Brochure (Dealer Vrs - ML) — American Funds Model Portfolios

This brochure features all of the American Funds model portfolios available at Merrill. Details

Updated: Jun 2026

Max: 50

Updated: Sep 2026

Max: 25

April 2025 Allocation update – American Funds Moderate Growth Model Portfolio — American Funds Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation cha... Details

Updated: Apr 2025

Not available to order

Bridge the generation gap - How to have a family wealth briefing

How to have a family wealth briefing and other ideas for financial professionals looking to create family connections to help buil... Details

Updated: Jan 2026

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Capital Group Active-Passive Model Portfolios Commentary_2Q26

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: Jul 2026

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

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