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Most recently updated pieces

Fund spotlight - American Balanced Fund (A share class) (A Share) — American Balanced Fund

In this fund-only spotlight, we look at American Balanced Fund. The piece explores risk-adjusted ret... Details

Updated: Jun 2026

Global equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It g... Details

Updated: Jun 2026

Max: 50

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

Updated: Jun 2026

Max: 50

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients (Dealer Vrs - MML)

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Jun 2026

Max: 50

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A guide to American Funds on the Wealth Management Platform at Osaic

A guide to American Funds on the Wealth Management Platform at Osaic Details

Updated: Jun 2026

Max: 50

How long do recessions and bear markets last?

Bear markets and recessions may feel long when we're in them, but throughout history they have been relatively short compared to b... Details

Updated: Jun 2026

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Jun 2026

Not available to order

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Jun 2026

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Jun 2026

Max: 50

Investing in an uncertain market

This presentation dives into how market volatility can affect investor portfolios. By looking at instances of volatility over the last few decades, we examine the potential benefits of staying invested for the long-term ... Details

Updated: Jun 2026

Not available to order

Investment Advisor Representative (IAR) to Act as Agent

Form used to add or change an Investment Advisor Representative (IAR) to an account. To complete this form IARs will need their Fi... Details

Updated: Jun 2026

Not available to order

A longer term approach to tax management — Separately Managed Account

This single sheet showcases the limitations of direct indexing and illustrates the benefits of overlaying active investment manage... Details

Updated: Jun 2026

Max: 50

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Jun 2026

Morningstar upholds Gold Medalist Rating for lowest-cost AFTD share classes (R-6, F-3 Share) — American Funds Target Date Retirement Series

This digital piece highlights Morningstar’s Gold Medalist Rating for the American Funds Target Date ... Details

Updated: Jun 2026

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: Jun 2026

Max: 50

The new math of distribution planning

A single-sheet document that shows how the returns needed to break even after market declines of varying degrees get increasingly larger. The back page shows how the result of a 15-year starting investment of $500,000 ca... Details

Updated: Jun 2026
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New World Fund - Capturing the growth potential of emerging markets — New World Fund

Designed to serve as a conversation starter with intermediaries and plan sponsors about the fund and... Details

Updated: Jun 2026

Max: 50

Once upon a time single sheet

Using the timeless story of the tortoise and the hare for inspiration, we can see how maintaining a steady investment approach may be better in the long run than chasing high returns to make up for losses. Details

Updated: Jun 2026

Not available to order

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One Fund. Many Benefits. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2026

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2026
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