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Most recently updated pieces

Lose the lap, win the race (A Share)

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

Updated: Jul 2026

LPL Research American Funds Active Core portfolios (Dealer Vrs - LPL)

The investor-facing single sheet provides an overview of LPL Research American Funds Active Core portfolios and recent fund alloca... Details

Updated: Jul 2026

Max: 50

LPL SMS Co-Branded Brochure (Dealer Vrs - LPL)

Co-branded brochure highlights the combination of LPL 3(38) services and Capital Group recordkeeping solutions. Details

Updated: Jul 2026

Max: 25

Managing your account online

Help your clients register their accounts online with this one-page single sheet. Clients can use this guide to explore the most popular features on our website. Details

Updated: Jul 2026

Max: 50

Market opportunities - A guide for Edward Jones key leaders

Market opportunities guide for Edward Jones financial advisors, highlighting the educational and practice-management programs CG o... Details

Updated: Jul 2026

Not available to order

Multi-sector fixed income can offer strategic agility

A single sheet that briefly describes American Funds Multi-Sector Income Fund strategy and provides selected results and character... Details

Updated: Jul 2026

Max: 50

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

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

Updated: Jul 2026

Online security checklist

Share this single sheet with investors to help increase the security of their accounts and to provide general best practices for online activity. Details

Updated: Jul 2026

Not available to order

PlanPremier 3(38) Provider Fund Change Request

A 3(38) fiduciary services provider may use this form to add, remove or replace a fund. The 3(38) provider must have been granted ... Details

Updated: Jul 2026

Not available to order

PlanPremier-Bundled_Sample proposal (PP Bundled)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-Bundled 401(k... Details

Updated: Jul 2026

Not available to order

PlanPremier Change of Funds or Share Class

Use this form to add or remove funds, change the share class, or change the default or forfeiture fund for a PlanPremier plan. Details

Updated: Jul 2026

Not available to order

PlanPremier-TPA_Sample proposal (PPTPA)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-TPA 401(k) retirement plan solution with administration from a third-party administrator. Details

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - AMCAP

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - American Funds Core Plus Bond Fund

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - American Funds Mortgage Fund

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - American Funds U.S. Small and Mid Cap Equity Fund

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - Growth Fund of America

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - Intermediate Bond Fund

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - Short-term Bond Fund of America

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

Updated: Jul 2026

Not available to order

Quarterly Investment Portfolio - US Government Securities

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

Updated: Jul 2026

Not available to order

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