Webinar Capital Group Active ETF Models discussion

Investment product manager Liz Yakes discusses the quarterly results of the Capital Group Active ETF Models.

Topics covered include:

  • A look back at the markets over the quarter
  • The drivers of the results for the model portfolios
  • Portfolio positioning changes
  • Insight into the upcoming quarter

Zechariah Lee is a senior investment product specialist at Capital Group, home of American Funds. He has seven years of industry experience (as of 12/31/2025), all with Capital Group. Earlier in his career at Capital, Zechariah worked as an investment resource group analyst and before that, a core operations valuation associate. He holds a bachelor's degree in economics from Vassar College. Zechariah is based in Los Angeles.

Liz Yakes is a multi-asset investment product manager at Capital Group. She has 19 years of industry experience (as of 12/31/2025). She holds an MBA from the Marshall School of Business at the University of Southern California and bachelor's degrees in integrated business and engineering, as well as industrial engineering, both from Lehigh University.

For institutional investors and registered investment advisors only.
 

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
 

Model portfolios are subject to the risks associated with the underlying funds in the model portfolio. Investors should carefully consider investment objectives, risks, fees and expenses of the funds in the model portfolio, which are contained in the fund prospectuses. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. Smaller company stocks entail additional risks, and they can fluctuate in price more than larger company stocks. The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investments in mortgage-related securities involve additional risks, such as prepayment risk. Investments in mortgage-related securities involve additional risks, such as prepayment risk. The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds. A nondiversified fund has the ability to invest a larger percentage of assets in the securities of a smaller number of issuers than a diversified fund. As a result, poor results by a single issuer could adversely affect fund results more than if the fund were invested in a larger number of issuers. See the applicable prospectus for details.
 

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