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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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QUARTERLY UPDATES

Model Resource Center

Latest updates

Quarterly investment commentary
See how the American Funds model portfolios fared against market conditions in the most recent quarter.

All active commentary     |      Active-passive commentary


Exposure changes report - (PDF)
Regional asset allocation changes of the model portfolios.


Quarterly audiocast:
Listen to the latest thinking on our model portfolios - results and outlook.

For results and additional information about the model portfolios, see the fact sheets and quarterly commentary.

To share with clients

Model portfolio fact sheets
Quarterly results and statistics for each portfolio.


How to select a portfolio strategist (F2 and F3 PDFs)

Why Capital Group may be an ideal strategist to help meet client goals.


Rebalance update - (PDF)
Learn more about the newest underlying fund allocation changes.

Model portfolio fact sheets

All fact sheets below are in F-2 shares. For F-3 results, visit here.

American Funds Global Growth Model Portfolio 


American Funds Growth Model Portfolio 


American Funds Moderate Growth Model Portfolio 


American Funds Growth and Income Model Portfolio


American Funds Moderate Growth and Income Model Portfolio


American Funds Conservative Growth and Income Model Portfolio


American Funds Tax-Aware Growth and Income Model Portfolio


American Funds Tax-Aware Moderate Growth and Income Model Portfolio


American Funds Tax-Aware Conservative Growth and Income Model Portfolio


American Funds Retirement Income Model Portfolio - Enhanced


American Funds Retirement Income Model Portfolio - Moderate


American Funds Retirement Income Model Portfolio - Conservative 


American Funds Conservative Income Model Portfolio


American Funds Preservation Model Portfolio 


American Funds Tax-Aware Moderate Income Model Portfolio


American Funds Tax-Aware Conservative Income Model Portfolio


American Funds Tax-Exempt Preservation Model Portfolio

Capital Group Active-Passive Global Growth Model


Capital Group Active-Passive Growth Model


Capital Group Active-Passive Moderate Growth Model


Capital Group Active-Passive Growth and Income Model


Capital Group Active-Passive Moderate Growth and Income Model


Capital Group Active-Passive Conservative Income and Growth Model


Capital Group Active-Passive Conservative Growth and Income Model


Capital Group Active-Passive Conservative Income Model


Capital Group Active-Passive Preservation Model


Capital Group Active-Passive Retirement Income Model – Enhanced


Capital Group Active-Passive Retirement Income Model – Moderate


Capital Group Active-Passive Retirement Income Model – Conservative

Stay in the loop with the latest news and insights.

Receive quarterly updates on American Funds Model Portfolios, including commentaries, asset mix changes and other client-facing communication.

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Model portfolios are only available through registered investment advisers. This content is intended for registered investment advisers and their clients.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Model portfolios are subject to the risks associated with the underlying funds in the model portfolio. Investors should carefully consider investment objectives, risks, fees and expenses of the funds in the model portfolio, which are contained in the fund prospectuses.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.

Nondiversified funds have the ability to invest a larger percentage of assets in securities of individual issuers than a diversified fund. As a result, a single issuer could adversely affect a fund's results more than if the fund invested a smaller percentage of assets in securities of that issuer. Refer to the applicable prospectus for details. ()

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.

Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives, and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held. Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income, and investments. Visit capitalgroup.com for current allocations.

American Funds Distributors, Inc.

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.