Assets in strategy as of June 30, 2018.
For a DC collective investment trust, plan size of $250 million may be used to satisfy the minimum account size requirement.
Separate accounts assume fixed income exposure is achieved solely via pooled investment vehicles.
Get a breakdown of holdings for this strategy and the benchmark.
Geographic and Sector Diversification (PDF)
Defined Benefit Plans (PDF)
Defined Contribution Plans (PDF)
Endowments/Foundations (PDF)
Annual Report (PDF)
Annual Report (PDF)
The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.
Any collective investment trusts (“CITs”) available under the strategy shown are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee for the CITs.
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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. Similar information about collective investment trusts can be obtained from Capital Group or participants’ plan provider or employer.