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Investments / Capital Group Active-Passive Moderate Growth Model
 

Capital Group Active-Passive Moderate Growth Model

Capital Group Active-Passive Moderate Growth Model Composite
Summary
 

Capital Group Active-Passive Moderate Growth Model

Capital Group Active-Passive Moderate Growth Model Composite

Summary

Seeks to help investors pursue long-term goals through exposure to a diverse mix of stocks of companies with growth potential and some bonds which may help temper the impact of volatility.

  • Portfolio Solutions Committee Members 7
  • WAERMP_WAERG
    Weighted Average Expense Ratio (%) —

Underlying Funds

Growth
42%
Capital Group Global Equity ETF6%
Capital Group Global Growth Equity ETF12%
Capital Group Growth ETF16%
Capital Group New Geography Equity ETF3%
Capital Group U.S. Small and Mid Cap ETF5%
Growth and income
13%
Capital Group Core Equity ETF8%
Capital Group Dividend Growers ETF5%
Balanced
13%
Capital Group Core Balanced ETF13%
Income
4%
Capital Group Core Bond ETF4%
Passive ETFs
28%
iShares Core S&P 500 ETF4%
Vanguard Growth ETF6%
Vanguard Total International Bond ETF2%
Vanguard Total World Stock ETF16%
As of 04/01/2026 (updated daily).
MODEL HISTORICAL ALLOCATIONS
assetMix, UNDFUNDHAFMP

Asset Mix

U.S. Equities
64.7%
Non-U.S. Equities
23.6%
U.S. Bonds
7.3%
Non-U.S. Bonds
2.5%
assetMixCE
Cash Equivalents 1
1.9%
As of 02/28/2026 (updated monthly)

Market Capitalization

$301,463.93 Mil
Average
mktCapitalizationAvg
76.4%
Large
19.2%
Medium
4.2%
Small
As of 12/31/2025 (updated quarterly).

Description

Objective
Seeks long-term growth of capital primarily through exposure to equities, with a modest allocation to fixed income to provide diversification from equities utilizing both active and passive investments.
Distinguishing Characteristics
Pursues its investment objectives by investing in a mix of American Funds and passive third-party ETFs in different combinations and weightings.
Types of Investments
The underlying funds will primarily consist of American Funds representing a variety of fund categories such as growth funds, growth-and-income funds, and balanced funds as well as passive third-party ETFs.

Facts

ID
Model Composite Inception
11/30/2022
Companies/Issuers
11379
Holdings are as of 02/28/2026 (updated monthly).
Active/Passive
72% / 28%
RSG_YTD, RSG_1YR, RSGA_3YR, RSGA_5YR, RSGA_10YR, RSGA_LT, RSNF_YTD, RSNF_1YR, RSNFA_3YR, RSNFA_5YR, RSNFA_10YR, RSNFA_LT

Returns 2

  • Month-End Returns as of 02/28/2026
  • Quarter-End Returns as of 12/31/2025
    • Read important investment disclosures
    • ●Composite Gross
    • ●Composite Net
    • ●Index
    Returns table
    STRATEGYYear-to-date1 Year3 YearSince inception

    Index data refers to the Moderate Growth Model Portfolio Index Blend.tooltip: 1306 definition not found.

    Model composite inception: 11/30/2022.

    Returns greater than one year are annualized.

    Valuation

    Price/ Book tooltip: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). Adjusted for stock splits. Price/ Cash Flow tooltip: Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund/model. Price/ Earnings tooltip: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting.
    Model
    		4.114.720.5
    Moderate Growth Model Portfolio Index Blend tooltip: 1306 definition not found.
    		4.516.824.3
    Model as of 12/31/2025. Index as of 12/31/2025.

    Portfolio Solutions Committee

    • Years of Experience with Capital Group
    • Years of Experience with Investment Industry
    Michelle Black
    24
    31
    Brittain Ezzes
    4
    28
    Samir Mathur
    13
    33
    Damien McCann
    26
    Wesley Phoa
    27
    33
    John Queen
    24
    36
    Andrew Suzman
    32

    A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

    Portfolio managers as of 04/04/2026. Portfolio managers' years of experience are as of the previous calendar year end.

    Risk

    Maturity Breakdown

    Read important investment disclosures

    0-4.9 Years
    		4.5%
    5-9.9 Years
    		1.7%
    10-19.9 Years
    		1.2%
    20-29.9 Years
    		2.5%
    30+ Years
    		0.3%
    % of net assets as of 12/31/2025 (updated quarterly)

    qualitySummary
    Quality Summary

    Read important investment disclosures

    AAA/Aaa
    		25.9%
    AA/Aa
    		26.0%
    A
    		21.6%
    BBB/Baa
    		16.9%
    BB/Ba
    		3.2%
    B
    		1.8%
    CCC & Below
    		0.4%
    Unrated
    		4.4%
    % of net assets as of 02/28/2026 (updated monthly)
    TTLHLD

    Holdings

    Total Bond Holdings

    Corporate bonds & notes
    		35.7%
    Mortgage-backed obligations
    		29.1%
    Non-U.S. government/agency securities
    		14.4%
    U.S. government & government agency bonds & notes
    		12.9%
    Asset-backed obligations
    		7.9%
    Municipal securities
    		0.0%
    Other bonds & notes
    		0.0%
    % of net assets as of 12/31/2025 (updated quarterly).

    Go to the underlying fund pages to see detailed holdings information

    Geographic Breakdown

    Regions
    |
    Top Countries
     
    United States
    		72.0%
    Europe
    		12.0%
    Asia & Pacific Basin
    		10.0%
    Other (Including Canada & Latin America)
    		4.0%
    ALLCTRY_CECTRY
    Cash & equivalents 1
    		1.9%
    % of net assets as of 02/28/2026 (updated monthly)

    Expenses

    Weighted Average Expense Ratio

    WAERMP_WAERG
    Capital Group Active-Passive Moderate Growth Model
    		—
    WAERLC_AER
    Lipper Category Weighted Average
    		0.33
    Model as of the underlying funds' most recent prospectuses. Lipper Category as of 12/31/2025 (updated quarterly). The Lipper averages for the underlying funds are CGGE, CGGO, CGGR, CGNG, CGMM, CGUS, CGDG, CGBL, CGCB, IVV, VUG, BNDX and VT.

    Resources

    Literature for Capital Group Active-Passive Moderate Growth Model
    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.
    Totals may not reconcile due to rounding.
    Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
    Results and results-based figures shown are preliminary and subject to change.
    1
    Includes cash, short-term securities, other assets less liabilities, accruals, derivatives and forwards. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.
    2
    Returns are in USD, are asset weighted, and reflect the reinvestment of dividends, interest and other earnings (net of withholding taxes).
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    Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
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