New American Funds tax-aware model portfolios | Capital Group


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:

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.