American Funds Conservative Growth and Income Model Portfolio | American Funds

Model Portfolio Details


American Funds Conservative Growth and Income Model Portfolio

American Funds Asset Allocation
(as of 6/30/2017)


   Growth    Growth & Income   key-10-equity-income.png (10×10) Equity Income   key-10-balanced.png (10×10) Balanced   key-10-bond.png (10×10) Bond   key-10-tax-exempt.png (10×10) Tax-Exempt Bond

Seeks to provide rising and above market average current income as well as the potential for long-term growth.
  • American Mutual Fund: Pursues income, growth and conservation of principal. A U.S. fund with a history of lower volatility and downside resilience.
  • Capital Income Builder: Flexible, globally diversified fund seeking current income with the potential to grow over time
  • The Income Fund of America: U.S.-focused portfolio seeking current income. Takes an asset-class-flexible approach using a wide mix of stocks and bonds (including high yield).
  • American High-Income Trust: Seeks current income and a degree of capital appreciation from carefully researched bonds and modest non-U.S. flexibility
  • U.S. Government Securities Fund: Seeks current income and has offered a low correlation to equities and low volatility

Related Resources

American Funds Conservative Growth and Income Portfolio (Single Sheet)   |   Model Portfolio Quarterly Commentary (PDF)   |   American Funds Model Portfolios (Brochure)


1Due to rounding methodology, totals may not add up to 100%.

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. 

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. 

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. 

Fund shares of U.S. Government Securities Fund are not guaranteed by the U.S. government.