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Most recently updated pieces

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: May 2026

Max: 25

Fund spotlight - Fundamental Investors (F-2 Share) — Fundamental Investors

In this fund-only spotlight, we take a look at Fundamental Investors, an American Funds mutual fund.... Details

Updated: May 2026

Fund spotlight - The Income Fund of America (F-2 Share) — The Income Fund of America

In this fund-only spotlight, we take a look at The Income Fund of America. This income strategy focu... Details

Updated: May 2026

Max: 50

Grow with us – AFIS Growth Fund sales brochure (AFIS VIG) (AFIS) — American Funds Insurance Series - Growth Fund

*** FOR FINANCIAL PROFESSIONALS ONLY*** A four-page piece on the American Funds Insurance Series — ... Details

Updated: May 2026

Max: 50

Guide to Midterm Elections

How much do midterm elections matter to U.S. equity markets? This eight-page report analyzes more than 90 years of S&P 500 data to identify five key takeaways. Details

Updated: May 2026

Historical Allocations Report – American Funds Models — American Funds Model Portfolios

This report details the initial allocations and all subsequent reallocations for the American Funds ... Details

Updated: May 2026

Not available to order

Historical Allocations Report – CG Active-Passive Models

This report details the initial allocations and all subsequent reallocations for the Capital Group Active-Passive Model Portfolios... Details

Updated: May 2026

Not available to order

A history of returns (F-2 Share) - American Balanced Fund (F-2 Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and t... Details

Updated: May 2026

A history of returns (A Share) - American Balanced Fund (A Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and t... Details

Updated: May 2026

How advisory practices can use and benefit from AI

A guide to help capture five common ways financial advisors are utilizing AI in their practices, including notetakers, communicati... Details

Updated: May 2026

IRA Qualified Charitable Distribution Request

Use this form to request a qualified charitable distribution (QCD) from an IRA account. Details

Updated: May 2026

Not available to order

IRA Substantially Equal Periodic Payments Request

Form used by an IRA (traditional, Roth, SIMPLE or SEP/SARSEP) owner to request substantially equal periodic payments. Details

Updated: May 2026

Not available to order

Keep your retirement plan running smoothly with the help of a TPA

This single sheet explains to retirement plan sponsors the potential benefits of offering a plan with a TPA component for plan adm... Details

Updated: May 2026

Not available to order

May 2026 Allocation update – Capital Group Active ETF Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: May 2026

Not available to order

May 2026 Allocation update – Capital Group Active-Passive Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: May 2026

Not available to order

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: May 2026

Max: 25

Morningstar Medalist refresh - The Capital System™ delivers more “Gold”

Overview of the new Morningstar Medalist Rating™ methodology and the resulting Capital Group fund upgrades. Details

Updated: May 2026

Max: 50

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

This redesigned brochure describes the Multi-Sector Income Fund’s investment philosophy, process and... Details

Updated: May 2026
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One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: May 2026

Max: 50

One fund. Many benefits. – AFTD participant PPT — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: May 2026
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