Quarterly Updates | Capital Group

American Funds® Model Portfolios Quarterly Updates

Model Portfolios for Every Investor

These 13 model portfolios were built by the experienced portfolio managers on our Portfolio Oversight Committee to provide objective-based American Funds portfolios designed to meet the real-life needs of a wide variety of investors and to help address real-world risks.

American Funds® Model Portfolios

  • The Model Allocation Report (PDF) is a quarterly look at the regional asset allocation changes of the model portfolios.
  • Quarterly commentaries provide a market recap, review areas of strength and weakness and include results for the most recent quarter-end.
  • Single sheets provide asset mix information, fund breakdowns and expense ratio comparisons for each model portfolio.

Growth


Global Growth
 

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Growth
 

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Moderate Growth
 

Quarterly Commentary (PDF) 

Single Sheet (PDF)

Growth and Income


Growth and Income
 

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Moderate Growth and Income

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Conservative Growth and Income

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Tax-Advantaged Growth and Income

Quarterly Commentary (PDF)

Single Sheet (PDF) 

 

 

 

 

 

 

 

Distribution Income


Retirement Income - Enhanced

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Retirement Income - Moderate

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Retirement Income - Conservative

Quarterly Commentary (PDF)

Single Sheet (PDF)

Preservation and Income


Conservative Income

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Preservation
 

Quarterly Commentary (PDF)

Single Sheet (PDF) 


Tax - Exempt Preservation

Quarterly Commentary (PDF)

Single Sheet (PDF)


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. 

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.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.