American Funds Portfolio Series
These eight funds of funds are designed to help investors pursue real-life goals, both long- and short-term, within a framework of three common objectives: growth, growth and income and preservation and income.
- Objective-based. Pursue a wide range of goals based on timeframe, risk tolerance and other factors.
- Trusted. Invest in a blend of funds with proven track records carefully selected by senior investment professionals.
- Monitored. Benefit from regular reviews by an oversight committee to ensure results and holdings are aligned with fund objectives.
Portfolio series funds
The allocations shown are actual allocations as of July 28, 2022, and are subject to the oversight committee’s discretion.
Access to global opportunities
Seeks long-term growth of capital through exposure to global companies with strong growth potential.
May be appropriate for investors who:
- Want an investment that seeks to take advantage of changes in the global economy.
- Want to invest a portion of their portfolios for longer term goals.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
Built for long-term growth
Seeks long-term growth of capital through exposure to companies primarily in the U.S. with strong growth potential.
May be appropriate for investors who:
- Tend to buy individual stocks and could benefit from more diversification.
- Want to invest a portion of their portfolios for longer term goals.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
Seeking growth and income
Seeks long-term growth of capital through exposure to equities with a secondary objective of current income through dividend-paying equities and fixed income securities.
May be appropriate for investors who:
- Want an investment that seeks both growth and income.
- Want a core investment for their retirement or long-term savings plans.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
Balancing growth potential and volatility
Seeks a combination of long-term growth of capital and current income primarily through a balanced exposure to growth- and income-oriented equities and fixed income securities.
May be appropriate for investors who:
- Want a single investment with exposure to global stocks and bonds.
- Want a core investment for their retirement or long-term savings plans.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
A focus on income
Seeks primarily to provide high current income and, secondarily, long-term growth of capital through dividend-paying equities and fixed income securities.
May be appropriate for investors who:
- Want to pursue income growth with the potential for lower volatility than the S&P 500.
- Seek a single, broadly diversified fund with exposure to stocks and bonds all over the world.
- Have significant assets in cash and want an investment managed for volatility.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
Seeking tax-exempt income
Seeks primarily to provide high current income and, secondarily, long-term growth of capital through dividend-paying equities and tax-exempt fixed-income securities.
May be appropriate for investors who:
- Are making regular withdrawals to help cover expenses or supplement income.
- Need a place to invest their required minimum distributions (RMDs).
- Are high net worth and want to add a tax-exempt investment to their portfolios.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
Seeking income and preservation
Seeks preservation of capital primarily and current income secondarily through a diversified portfolio of high-quality fixed income securities.
May be appropriate for investors who:
- Want savings to cover daily and emergency expenses.
- Have significant holdings in cash but are willing to accept some volatility.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target Allocation:
A tax-exempt foundation
Seeks preservation of capital and current income through a diversified portfolio of high-quality tax-exempt fixed income securities.
May be appropriate for investors who:
- Want savings to cover daily and emergency expenses.
- Need a place to invest their required minimum distributions (RMDs).
- Are high net worth and want to add a tax-exempt investment to their portfolios.
The Portfolio Solutions Committee monitors the funds and may change allocations. For current holdings and actual allocations, see fund details.
Target allocation:
Features & benefits
The American Funds Portfolio Series is designed to help investors pursue long‐term investment success. Consider what these funds offer:
- Convenience. Purchase a diversified portfolio of American Funds in a single transaction.
- Flexibility. Easily incorporate the funds into your investment portfolio based on common objectives.
- Customization. Separate assets that you want to protect from those you’re willing to subject to more volatility to pursue long-term goals.
Portfolio oversight
To help ensure that the funds always stay aligned with their objectives, a group of senior investment professionals with varied backgrounds and investment approaches and decades of industry experience regularly review the funds’ results and holdings.
They don’t expect to make major changes frequently, however, the Portfolio Solutions Committee may add or remove underlying funds or change the current underlying fund weighting to help the funds of funds meet their objectives.
Investors should meet regularly with their financial professionals to determine whether their investments continue to meet their needs.
Resources
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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.
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.
Allocations may not achieve investment objectives. The portfolios' risks are directly related to the risks of the underlying funds.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
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.
Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax. Certain other income, as well as capital gain distributions, may be taxable.
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.
Hedge instruments, including exchange-traded futures contracts and exchange-traded put options, may not provide an effective hedge of the underlying securities because changes in the prices of such instruments may not track those of the securities they are intended to hedge. In addition, the managed risk strategy may not effectively protect the portfolio from market declines and will limit participation in market gains. The use of the managed risk strategy could cause the portfolio's return to lag those of the underlying funds in certain market conditions.
While not directly correlated to changes in interest rates, the values of inflation-linked bonds generally fluctuate in response to changes in real interest rates and may experience greater losses than other debt securities with similar durations.
Nondiversified funds have the ability to invest a larger percentage of assets in securities of individual issuers than a diversified fund. As a result, a single issuer could adversely affect a fund's results more than if the fund invested a smaller percentage of assets in securities of that issuer. See the applicable prospectus for details. (American Funds Global Growth Portfolio, American Funds Growth and Income Portfolio, American Funds Managed Risk Global Allocation Portfolio, American Funds Managed Risk Growth and Income Portfolio, American Funds Managed Risk Growth Portfolio)
Small-company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
American Funds Insurance Series serves as an underlying investment option for multiple insurance products, including variable annuity contracts and variable life insurance policies. Availability of funds will vary based on the insurance contract offered.
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.