American Funds Conservative Income Model Portfolio | American Funds

Model Portfolio Details

 PRESERVATION INCOME

American Funds Conservative Income Model Portfolio

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

American-Funds-Conservative-Income-Model-Portfolio

   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 current income and preservation of capital through a diversified portfolio of high-quality bonds and dividend-paying equities.
  • Capital Income Builder: Flexible, globally diversified fund seeking current income with the potential to grow over time
  • American Balanced Fund: Primarily blue chip equities and investment-grade bonds, using a balanced approach and U.S. focus
  • The Bond Fund of America: Broadly diversified quality-oriented core bond fund aiming to maintain low equity market correlation
  • Intermediate Bond Fund of America: Has offered low correlation to equities, as well as reduced credit and interest rate risk through high-quality bonds; fund dollar-weighted average maturity is 3-5 years
  • Short-Term Bond Fund of America: A high-quality fixed-income strategy that seeks higher yield than money markets with less interest-rate volatility than longer term bonds

Related Resources

American Funds Conservative Income Model 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.