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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 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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DEFINED CONTRIBUTION FOCUS FUNDS
EMPLOYER-SPONSORED PLANS
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CLIENT ACCOUNT SUPPORT
Announcements
September 16, 2019
New American Funds tax-aware model portfolios
To help tax-sensitive investors pursue a broad range of investment objectives, the American Funds® Model Portfolios suite expanded to include four new tax-aware model portfolios, adding them to the existing two tax-aware model portfolios (American Funds® Tax-Advantaged Growth and Income Model Portfolio, American Funds® Tax-Exempt Preservation Model Portfolio).
Also, to harmonize the naming convention, one of the two existing model portfolios underwent a name change.
The American Funds Model Portfolios — Tax-Aware includes:
Tax-aware model portfolio |
New model |
New name |
American Funds® Tax-Aware Growth and Income Model Portfolio |
✔ |
N/A |
American Funds® Tax-Aware Moderate Growth and Income Model Portfolio |
✔ |
N/A |
American Funds Tax-Advantaged Growth and Income Model Portfolio |
American Funds® Tax-Aware Conservative Growth and Income Model Portfolio |
|
American Funds® Tax-Aware Moderate Income Model Portfolio |
✔ |
N/A |
American Funds® Tax-Aware Conservative Income Model Portfolio |
✔ |
N/A |
American Funds Tax-Exempt Preservation Model Portfolio |
No name change |
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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.
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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.