Each of the TriCap portfolios are a blend of individual funds within American Funds Insurance Series. If your client is considering American Funds investment options, these portfolios can be constructed wherever all the referenced underlying funds are made available by the insurance provider. Allocations may change and may not achieve portfolio objectives. There are expenses associated with the underlying funds. The portfolios’ risks are directly related to the risks of the underlying funds, as described herein.
These portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. Financial intermediaries may or may not recommend them to clients. The portfolios are hypothetical asset allocations designed for individuals with different time horizons and risk profiles. Allocations may not achieve investment objectives. Please talk to your financial professional for information on other investment alternatives that may be available to you. In making investment decisions, investors should consider their other assets, income, and investments.
Variable insurance contracts may impose a variety of fees that may affect the growth of your client’s portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims paying ability of the issuing insurance company.
Capital Group does not provide rebalancing for variable annuity contracts.