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Most recently updated pieces

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: Sep 2026

Max: 50

Municipal bond SMAs - A discerning approach to managing risk - Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering - including a range of state-focused portfolios, custo... Details

Updated: Sep 2026

Max: 50

New grandparents conversation guide

For advisors whose clients are new grandparents, these questions can help get information to better understand their financial objectives. Details

Updated: Sep 2026

Not available to order

Northwestern Mutual AFIS Fund Overview Sales Sheet (1A Share AFIS)

**FOR FINANCIAL PROFESSIONALS ONLY** Northwestern Mutual AFIS Fund Overview Sales Sheet NW Mutual AFIS fund overview sales sheet h... Details

Updated: Sep 2026

Max: 50

The objective-based pyramid approach to retirement income

This single sheet introduces the objective-based pyramid approach to retirement income. The pyramid approach provides a simple fra... Details

Updated: Sep 2026

Max: 50

One Big Beautiful Bill Act cements critical provisions for ABLE accounts

A resource for advisors and clients on changes to ABLE accounts, including benefits made permanent by the One Big Beautiful Bill A... Details

Updated: Sep 2026

Osaic Advisor Solution Guide

Osaic Advisor Solution Guide Details

Updated: Sep 2026

Max: 50

PlanPremier-Bundled next steps document - Morgan Stanley (Dealer Vrs - MS PP Bundled)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-Bundled 401(k) plan... Details

Updated: Sep 2026

Not available to order

PlanPremier-Bundled retirement plan proposal - Morgan Stanley (Dealer Vrs - MS PP Bundled)

This brochure, which can be customized for prospective clients, provides an overview of the features... Details

Updated: Sep 2026

Not available to order

PlanPremier - Morgan Stanley Pricing (Dealer Vrs - MS PP Bundled PPTPA)

This sheet provides an overview of the pricing and features for PlanPremier 401(k) plans using Morgan Stanley 3(38) fiduciary inve... Details

Updated: Sep 2026

Not available to order

PlanPremier notice delivery fact sheet (PPTPA PP Bundled)

This single sheet for plan sponsors and TPAs outlines notice delivery services available in PlanPremier, including the option to h... Details

Updated: Sep 2026

Not available to order

PlanPremier retirement plan financial checkup - You are here.

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Sep 2026

PlanPremier-TPA next steps document - Morgan Stanley (Dealer Vrs - MS PPTPA)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-TPA 401(k) plan using Morgan Stanley 3(38) fiduci... Details

Updated: Sep 2026

Not available to order

PlanPremier-TPA retirement plan proposal - Morgan Stanley (Dealer Vrs - MS PPTPA)

This brochure, which can be customized for prospective clients, provides an overview of the features... Details

Updated: Sep 2026

Not available to order

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Updated: Sep 2026

Not available to order

Quarterly Investment Portfolio - American Funds College Target Date Series

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

Updated: Sep 2026

Not available to order

Quarterly Investment Portfolio - American Funds Portfolio Series

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

Updated: Sep 2026

Not available to order

Quarterly Investment Portfolio - American Funds Retirement Income Series

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

Updated: Sep 2026

Not available to order

Quarterly Investment Portfolio - American Funds Target Date Retirement

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

Updated: Sep 2026

Not available to order

Quarterly Investment Portfolio - American Mutual Fund

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

Updated: Sep 2026

Not available to order

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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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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.