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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
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DEFINED CONTRIBUTION FOCUS FUNDS
EMPLOYER-SPONSORED PLANS
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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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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.