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Most recently updated pieces

Fixed Income - Platform and results snapshot (F-2 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Jul 2026

Fixed Income - Platform and results snapshot (R-6 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Jul 2026

Fixed Income - Platform and results snapshot (A Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Jul 2026

Fixed income - Three actionable ideas for investors striving for balance (A Share)

A brochure that summarizes the actionable ideas portion of our Fixed Income Roadshow deck. Details

Updated: Jul 2026

Max: 50

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: Jul 2026

Max: 50

Get started with your retirement plan — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to educate plan participants getting s... Details

Updated: Jul 2026

Not available to order

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Jul 2026

Max: 25

A high-quality, low-cost solution for smaller plans – RecordkeeperDirect Fact Sheet (RKD)

This fact sheet provides information on the investments, services and pricing for the RecordkeeperDi... Details

Updated: Jul 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: Jul 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: Jul 2026

Not available to order

How to contribute to your 529

Share this single sheet with 529 investors when they have questions about how to contribute to their CollegeAmerica accounts. Details

Updated: Jul 2026

How to select a custom models portfolio strategist

This piece outlines the five key questions you should ask when looking for a custom models portfolio strategist: Is this an organi... Details

Updated: Jul 2026

Max: 50

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Jul 2026

Not available to order

In case of divorce, read this

A financial playbook for navigating the early stages of divorce. Designed for financial advisors to share with new, existing and prospective clients who are divorcing. Details

Updated: Jul 2026

Max: 50

Inherited IRA Distribution Request (for deaths prior to 1/1/2020)

Investors can use this form to request a distribution from an inherited IRA. This form should only be used if the deceased account... Details

Updated: Jul 2026

Not available to order

Inherited IRA Distribution Request (for Eligible Designated Beneficiaries)

An eligible designated beneficiary (or someone submitting on behalf of an eligible designated beneficiary of a see-through trust) ... Details

Updated: Jul 2026

Not available to order

Inherited IRA Distribution Request (for Non-Eligible Designated Beneficiaries)

Individuals who are more than 10 years younger than the deceased account owner can use this form to request a distribution from an... Details

Updated: Jul 2026

Not available to order

July 2026 Allocation update – American Funds Tax-Aware Model Portfolios — American Funds Model Portfolios

This bulletin provide details on the latest allocation changes to our models and portfolio series fu... Details

Updated: Jul 2026

Not available to order

July 2026 Allocation update – Capital Group Active-Passive Tax-Aware Models

This bulletin provide details on the latest allocation changes to our models and portfolio series funds. Details

Updated: Jul 2026

Not available to order

Lose the lap, win the race (F-2 Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Jul 2026
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