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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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INVESTMENTS

Quarterly commentaries

Hear from our investment professionals about recent market activity in equities, fixed income and model portfolios.

Equities

Investors should consider remaining balanced, with geographic diversity, exposure to dividend payers and growth that isn’t too concentrated.

As of 12/31/23

Key takeaways for the quarter

  • Global equity markets rode a strong fourth quarter, with the U.S. equity market nearly recapturing highs dating back to January of 2022 and all 25 equity-focused and multi-asset American Funds (F-2 shares) and ETFs (at market price) delivering positive returns on the year.
  • The contour of returns was starkly different in the U.S. and internationally on nearly all accounts -- sectors, concentration, style leadership and dividend dynamics.

Fixed income

We believe important portfolio roles for core fixed income funds include income, inflation protection, capital preservation and diversification from equities.

As of 12/31/23

Key takeaways for the quarter

  • The fourth quarter, while volatile, saw relief for fixed income markets, with most sectors ending in positive territory for the period and the year. The U.S. Federal Reserve held rates steady and turned dovish in December, signaling rate cuts in 2024.
  • Over longer term periods, the majority of fixed income American Funds continued to deliver positive absolute returns and positive relative returns compared to their primary benchmarks.

Model portfolios

Model portfolio asset allocation remains focused on long-term goals through the changing economic environment and in a highly concentrated equity market.

As of 12/31/23

Key takeaways for the quarter

  • Cash allocations declined across model portfolios over the last year; underlying fund managers are finding opportunities across a wide range of companies, sectors and regions.
  • American Funds Model Portfolios draw from Capital's vast network of active, bottom-up research while the Portfolio Solutions Committee and Capital Solutions Group continue to monitor allocations with long-term model portfolio goals in mind.

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Capital Group offers a wide variety of investments, all backed by deep fundamental research and driven by clients' real-life goals.

Past results are not predictive of results in future periods.

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 prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

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.

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.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinion of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

American Funds Distributors, Inc.

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