Latest updates
Quarterly investment commentary - Q2 2023 (PDF)
See how the American Funds model portfolios fared against market conditions in the most recent quarter.
Rebalance update - June 2023 (PDF)
Learn more about the newest underlying fund allocation changes.
Exposure changes report - Q2 2023 (PDF)
Regional asset allocation changes of the model portfolios.
Quarterly Audiocast - Q2 2023:
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 - Q2 2023
Quarterly results and statistics for each portfolio.
Why Capital Group may be an ideal strategist to help meet client goals.
American Funds Model Portfolios and Portfolio Series funds rated Gold by Morningstar (PDF)
Including recent upgrades, Capital Group has received Gold ratings on 15 Model Portfolios and 4 Portfolio Series Funds.
Morningstar upgraded seven of the core model portfolios from Silver to Gold on August 17, 2022, and upgraded three of the Retirement Income models to Gold on December 28, 2022. The model ratings were based on forward-looking qualitative assessments as well as select quantitative data through July 31, 2022 for the core models and September 30, 2022 for the Retirement Income models. No share classes were directly cited for the ratings upgrades, but Morningstar’s reports include mentions of the F-2 share class as examples
Capital Group did not compensate Morningstar for the ratings and comments contained in this material. However, the firm has paid Morningstar a licensing fee to access and publish its ratings data. The payment of this subscription fee does not give rise to a material conflict with Morningstar.
Model portfolio fact sheets
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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.
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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.
The Morningstar Medalist RatingTM is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Investment products are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for Morningstar’s conviction in those products’ investment merits and determines the Medalist Rating they’re assigned. Pillar ratings take the form of Low, Below Average, Average, Above Average, and High. Pillars may be evaluated via an analyst’s qualitative assessment (either directly to a vehicle the analyst covers or indirectly when the pillar ratings of a covered vehicle are mapped to a related uncovered vehicle) or using algorithmic techniques. Vehicles are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a vehicle, they assign the three pillar ratings based on their qualitative assessment, subject to the oversight of the Analyst Rating Committee, and monitor and reevaluate them at least every 14 months. When the vehicles are covered either indirectly by analysts or by algorithm, the ratings are assigned monthly. For more detailed information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures/.
The Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things, ( as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell the investment product. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate.
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