| U.S. Equities 56.6% | Non-U.S. Equities 7.6% |
| U.S. Bonds 30.2% | Non-U.S. Bonds 2.3% |
| Cash & Equivalents 3.2% |
| U.S. Equities 56.6% |
| Non-U.S. Equities 7.6% |
| U.S. Bonds 30.2% |
| Non-U.S. Bonds 2.3% |
| Cash & Equivalents 3.2% |
Overall Morningstar RatingTM Funds rated (682) | |
3-yr. Morningstar RatingTM (682 funds rated) | |
5-yr. Morningstar RatingTM (628 funds rated) | |
10-yr. Morningstar RatingTM (490 funds rated) | |
Overall Morningstar Risk | LOW HIGH |
| Category | Moderate Allocation |
| Information technology 13.9% | |
| Financials 12.2% | |
| Health care 8.9% | |
| Consumer discretionary 6.5% | |
| Industrials 6.0% | |
| Materials 5.3% | |
| Consumer staples 4.4% | |
| Communication services 4.3% | |
| Energy 1.5% | |
| Real estate 0.7% | |
| Utilities 0.5% |
| Regions | Fund | 60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index | |
| United States | 88.2% | -- | |
| Canada | 5.8% | -- | |
| Europe | 2.9% | -- | |
| Emerging Markets | 3.0% | -- |
| Regions | Fund | 60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index |
| United States | 56.6% | -- |
| Canada | 3.7% | -- |
| Europe | 1.9% | -- |
| Emerging Markets | 2.0% | -- |
| Cash & Equivalents | 3.2% | -- |
| Fixed Income | 32.6% | -- |
| Record Date | Calculated Date | Pay Date | Income Dividend Regular | Income Dividend Special | Cap. Gains Long-Term | Cap. Gains Short-Term | Reinvest NAV |
|---|---|---|---|---|---|---|---|
| No data available for 2025 | |||||||
| Year-to-Date: | Dividends Subtotal: -- | Cap Gains Subtotal: -- | |||||
| Total Distributions: -- | |||||||
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American Funds Distributors, Inc., member FINRA.
Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.
