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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, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

QUARTERLY UPDATES

American Funds®
Model Portfolios

 

Quarterly investment commentary

Get a brief market recap and investment overview of the quarterly results for all the model portfolios.

Latest updates

See which 7 American Funds made the cut, all of which are underlying funds in the American Funds Model Portfolios.

Updated: August 2021


Learn more about the fourth-quarter 2021 underlying fund allocation changes.

Updated: December 31, 2021


To share with clients

See how the American Funds model portfolios fared as a whole against changing market conditions in the most recent quarter.

Updated: April 2022


Regional asset allocation changes of the model portfolios.
 

Updated: April 2022


CLIENT CONVERSATION MATERIALS

Model portfolio fact sheets and commentaries

Fact sheets

WHAT’S INCLUDED

  • Asset mix information
  • Fund breakdowns
  • Expense ratio comparisons

Quarterly commentaries

WHAT’S INCLUDED

  • Market recaps
  • Model strengths and weaknesses
  • Quarterly results

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.

†Required

*Source: Morningstar FundInvestor, "The Thrilling 37," by Russel Kinnel, July 2021. Morningstar's screening took into consideration expense ratios, manager ownership, returns over manager's tenure, and Morningstar Risk, Analyst and Parent ratings. The universe was limited to share classes accessible to individual investors with a minimum investment no greater than $50,000 and did not include funds of funds. Class A shares were evaluated for American Funds. Not all seven American Funds are in each model portfolio. Underlying funds may change over time. The list's criteria have changed over the years. Visit morningstar.com for more details.

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.

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. These 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. 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., member FINRA.

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.