American Funds Moderate Growth and Income Model Portfolio | American Funds

Model Portfolio Details


American Funds Moderate Growth and Income Model Portfolio

American Funds Asset Allocation
(as of 12/31/2017)


   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 current income and long-term growth through a global mix of stocks and bonds that can help temper volatility.
  • New Perspective Fund: Global fund emphasizing blue chip multinationals with strong growth prospects amid changing global trade patterns
  • Capital World Growth and Income Fund: Global growth-and-income fund that focuses on dividend-paying blue chip companies
  • Washington Mutual Investors Fund: U.S.-focused fund using a stringent eligibility list to identify the “bluest of the blue chip” companies for sound long-term investments
  • American Funds Global Balanced Fund: Invests in a mix of securities issued by companies and governments around the world
  • 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

Related Resources

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


For Asset Allocation, due 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. 

Cash & equivalents includes short-term securities, accrued income and other assets less liabilities.