[an error occurred while processing this directive] Advisor-Only References - General
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Advisor-Only References


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American Funds Model Portfolios underlying fund allocation sales sheet for Morgan Stanley. (Dealer Vrs - MS)

American Funds Model Portfolios underlying fund allocation sales sheet for Morgan Stanley. Details

Updated: Apr 2024

Max: 50

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2024

Business planning blueprint for financial advisors

A workbook to help your team identify, clarify, map and be accountable for annual and long-term business goals. Details

Updated: Oct 2023

Capital Group Elite Engagement - Where your best people meet our best thinking

Brochure describing the Elite Engagement practice management program, which allows advisors to partner with Capital Group experts ... Details

Updated: Dec 2023

Capital Group ETFs - Strategies designed to strengthen portfolios where it matters most – Sales Brochure — ETF Equities

A brochure that discusses Capital Group's entrance into the ETF market, Capital Group's history and ... Details

Updated: Nov 2023

Client conversation framework - Why you should consider moving cash off the sidelines

Client conversations guide about the potential benefits of moving out of cash. The four-box framewor... Details

Updated: Sep 2023

Not available to order

Common holdings in our funds

Quarterly common holdings comparison sheet illustrates common holdings and diversification in equity holdings, while also addressing other factors that should be considered when building a portfolio. Details

Updated: May 2024

Max: 25

Delivering Priceless Value: Sell sheet and worksheet

Delivering Priceless Value sell sheet/program guide. Details

Updated: Dec 2017
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Elite Engagement Workbook

This workbook provides a valuable tool for financial advisors who participate in American Funds¿ Elite Engagement workshops. Focusing on the key attributes of Credibility, Consistency, Connection and Intent, the book ch... Details

Updated: May 2017

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Jun 2023

Not available to order

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 2024

Max: 25

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: Apr 2024

Max: 25

Municipal bond SMAs - A discerning approach to managing risk – Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering—including a range of state-focused portfolios, customi... Details

Updated: Aug 2023

Max: 50

Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

Pursuing better outcomes for your clients (F-2 Share Dealer Vrs - RJ)

Raymond James and Capital Group share the pursuit of positive outcomes for investors through a broad array of investment vehicles.... Details

Updated: Mar 2024

Max: 10

Sales Charge Exemption

Form for individuals who qualify to purchase the American Funds at NAV. Details

Updated: Jul 2019

Not available to order

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Apr 2024

Separately managed accounts (SMAs) at Raymond James (Dealer Vrs - RJ) — Separately Managed Account

The 4-page guide features the SMAs strategies available at Raymond James. These customizable, transp... Details

Updated: Apr 2023

Max: 111

THE DIVERSITY QUOTIENT Program Guide: The market within your marketplace

Explore strategies for understanding a variety of client segments and influencing client decision-making. Identify opportunities ... Details

Updated: Jul 2018

Max: 25

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

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