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American Funds Portfolio Series℠

These eight funds of funds are designed to help investors pursue real-life goals, both long- and short-term, within a framework of three common objectives: preservation, balance and growth.
  • Objective-based. Pursue a wide range of goals based on timeframe, risk tolerance and other factors.
  • Trusted. Invest in a blend of funds with proven track records carefully selected by senior investment professionals.
  • Monitored. Benefit from regular reviews by an oversight committee to ensure results and holdings are aligned with fund objectives.

Portfolios


Features & Benefits

The American Funds Portfolio Series is designed to help investors pursue long‐term investment success. Consider what these funds offer:

  • Convenience. Purchase a diversified portfolio of American Funds in a single transaction.
  • Flexibility. Easily incorporate the funds into your investment portfolio based on common objectives.
  • Customization. Separate assets that you want to protect from those you’re willing to subject to more volatility to pursue long-term goals.

Portfolio Oversight

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 funds of funds meet their objectives.

ABOUT AMERICAN FUNDS

Our Proprietary Approach

Our time-tested investment process sets us apart.


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.

Past results are not predictive of results in future periods.