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Most recently updated pieces

Lifetime gifting – Considerations when sharing wealth with family and friends

A guide advisors can share to help individuals understand the many ways to make gifts during their lifetimes, including tax consid... Details

Updated: Nov 2025

Max: 50

Meeting more needs with muni SMAs - Merrill (Dealer Vrs - ML) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Merrill, including a range of national a... Details

Updated: Nov 2025

Max: 50

Meeting more needs with muni SMAs – Morgan Stanley — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Morgan Stanley, including a range of nat... Details

Updated: Nov 2025

Max: 50

Meeting more needs with muni SMAs - UBS (Dealer Vrs - UBS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at UBS, including a range of national and s... Details

Updated: Nov 2025

Max: 25

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Nov 2025

Max: 25

Monthly statistical update (AFIS) (4, 1A, 1, P-1, 3, P-2, 2 Share) — American Funds Insurance Series

**For insurance use only** Monthly statistical update for one-, five- and 10-year average annual res... Details

Updated: Nov 2025

Morningstar’s “Thrilling 33” Article Reprint

Article reprint of Morningstar’s 2025 “Thrilling” list, a popular funds feature that lists six American Funds® at Class A shares. ... Details

Updated: Nov 2025

MSI Brochure 5-Year Redesign (F-2 Share) — American Funds Multi-Sector Income Fund

The brochure has been updated to include 5-year returns and discuss how the fund models the Capital ... Details

Updated: Nov 2025

Nationwide 5-pack single sheet (Dealer Vrs - Nationwide)

This is a quarterly overview of portfolios that can be constructed at Nationwide using American Funds Insurance Series funds. This... Details

Updated: Nov 2025

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: Nov 2025

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: Nov 2025

Power of Attorney Self-Certification

Form used by American Funds Service Company for states that allow an attorney-in-fact (or agent) to self-certify the Power of Attorney document. Use the link below to reference the article "Power of Attorney (POA) Guidelines" to verify if your state is approved.

Is my state approved for Self-Certification?... Details

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - American Balanced Fund

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - 2070 Target Date Fund

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - Global Growth Fund

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - Portfolio Series - Global Growth Portfolio

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - The Bond Fund of America

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - Capital Group Core Balanced ETF

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - Capital Group Core Bond Completion Fund

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

Updated: Nov 2025

Not available to order

Quarterly Investment Portfolio - Capital Group Core Bond ETF

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

Updated: Nov 2025

Not available to order

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