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Most recently updated pieces

Capital Group’s ETF offerings and similar strategies

This brochure displays Capital Group’s ETF offerings, their objectives and in the case of equity and multi-asset offerings, simila... Details

Updated: Jul 2026

Max: 50

The Capital System - In action (F-2 Share)

A brochure that briefly describes the Capital System and then provides rankings, results and varied portfolio statistics from our ... Details

Updated: Jul 2026

Max: 50

CGUI – A strategic alternative to cash with income in mind (ETF)

This single sheet provides a brief overview of Capital Group Ultra Short Income ETF (ticker: CGUI) and how it aims to deliver high... Details

Updated: Jul 2026

Max: 50

CollegeAmerica at work

Designed for employees, this presentation explains the benefits and uses of a 529 savings plan as well as the different investment options available in a company’s CollegeAmerica employer-sponsored plan. Details

Updated: Jul 2026

CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

Updated: Jul 2026

CollegeAmerica Employer Authorization

Form used by an employer to establish a CollegeAmerica savings program for its employees. Details

Updated: Jul 2026

Not available to order

CollegeAmerica Payroll Deduction Election

Form for employers offering an employer-sponsored CollegeAmerica 529 payroll deduction program. This form can be used to collect s... Details

Updated: Jul 2026

Not available to order

College America Program Description

College America Program Description Details

Updated: Jul 2026

Max: 25

Crucial client conversations

Editable (client) worksheet for financial professionals to facilitate conversations using the 4-box framework: Acknowledge, Perspective, Confidence, Opportunity Details

Updated: Jul 2026

Not available to order

Custom in-kind baskets - A powerful tool for ETF tax efficiency

An educational resource explaining how custom in-kind baskets (CIBs) are a tool portfolio managers can use to manage the overall t... Details

Updated: Jul 2026

Emerging markets 2.0 whitepaper

Emerging markets (EM) have rallied signaling the start of a third cycle. This cycle appears to be different than the previous two as it is marked by a shift to high-value sectors suggesting it is more durable. Details

Updated: Jul 2026

Not available to order

Find the 401(k) that fits you and your employees — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to provide plan sponsors with informat... Details

Updated: Jul 2026

Not available to order

Find the solution that fits your plan – financial professional version

This single sheet, aimed at financial professionals, offers an at-a-glance comparison of the features in RecordkeeperDirect, PlanP... Details

Updated: Jul 2026

Not available to order

Find the solution that fits your plan – third-party administrator version

This single sheet, aimed at TPAs, offers an at-a-glance comparison of the features in RecordkeeperDirect and PlanPremier-TPA. Details

Updated: Jul 2026

Not available to order

Fixed income - Explore Capital Group’s core and core-plus bond offerings. (F-2 Share)

Core and core-plus fixed income should seek to anchor portfolios without sacrificing return. Learn w... Details

Updated: Jul 2026

Max: 50

Fixed income - Explore Capital Group’s core and core-plus bond offerings. (A Share)

Core and core-plus fixed income should seek to anchor portfolios without sacrificing return. Learn w... Details

Updated: Jul 2026

Max: 50

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Jul 2026

Fixed income - Explore Capital Group's core bond offering. (A Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Jul 2026

Fixed income - Explore Capital Group’s municipal bond fund offerings. (F-2 Share)

Municipal bonds can offer investors compelling yield with income exempt from federal taxes. Discover... Details

Updated: Jul 2026

Max: 50

Fixed income - Explore Capital Group’s municipal bond fund offerings. (A Share)

Municipal bonds can offer investors compelling yield with income exempt from federal taxes. Discover what differentiates our munic... Details

Updated: Jul 2026

Max: 50

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