American Funds Portfolio Series℠
The American Funds Portfolio Series lets you focus on what’s important — providing your clients with the professional advice and guidance designed to help them achieve long‐term investment success. Take advantage of what these funds offer:
Share classes: F-1, F-2, F-3, A, C
Share classes1: R-1, R-2, R-2E, R-3, R-4, R-5E, R-5, R-6
Share classes1: 529-F-1, 529-A, 529-C, 529-E
Unit classes1: 1, 2, 3, 4, 5, 6, 7, 8
Clients with significant holdings in cash could put a portion of their assets into one of these funds as a first step back into the market:
Clients who need to increase their allocations in securities outside of the U.S. could gain meaningful exposure through one of these funds:
High net worth clients who want to reduce the impact that taxes can have on building their assets should consider one of these funds:
Clients who buy individual stocks but want more diversification could try these funds for exposure to diverse equities offering long-term growth potential:
Clients with small accounts take time and energy to manage. Moving their assets into these broadly diversified funds could help you run your practice more efficiently:
To help ensure that the funds always stay aligned with their objectives, a group of senior investment professionals with varied backgrounds and investment approaches, and decades of industry experience regularly review the funds’ results and holdings.
They don’t expect to make major changes frequently, however, the Portfolio Oversight Committee may add or remove underlying funds, or change the current underlying fund weighting to help the fund of funds meet their objectives.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. Small-company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.
The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
For more information about the risks associated with each fund or underlying fund, go to its detailed fund information page or read the prospectus. Investment allocations for funds of funds may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The funds' risks are directly related to the risks of the underlying funds, as described herein.
Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax (except for The Tax-Exempt Bond Fund of America). Certain other income, as well as capital gain distributions, may be taxable.
The Portfolio Series funds are monitored; allocations and funds may change.
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.
Past results are not predictive of results in future periods.