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Vehicle
Model Type
Asset Class
Objective

Returns

46 Results

Print

Monthly
Quarterly
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR,RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
RSGA_3YR,RSGA_5YR,RSGA_10YR,RSGA_LT,RSNFA_3YR,RSNFA_5YR,RSNFA_10YR,RSNFA_LT
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Returns as of 03/31/2025
Capital Group ETF Global Growth Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.17
—
—
—
—
—
—
-5.98
Net of Fees
-4.42
—
—
—
—
—
—
-6.45
MSCI All Country World Index (ACWI)
240
-3.95
—
—
—
—
—
—
-4.53
Capital Group ETF Growth Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-5.21
—
—
—
—
—
—
-7.72
Net of Fees
-5.46
—
—
—
—
—
—
-8.18
Growth Model Portfolio Index Blend
1304
-4.28
—
—
—
—
—
—
-4.89
Capital Group ETF Moderate Growth Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.56
—
—
—
—
—
—
-6.43
Net of Fees
-4.82
—
—
—
—
—
—
-6.90
Moderate Growth Model Portfolio Index Blend
1306
-3.43
—
—
—
—
—
—
-3.53
Capital Group ETF Growth and Income Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-3.24
—
—
—
—
—
—
-3.85
Net of Fees
-3.49
—
—
—
—
—
—
-4.33
Growth and Income Model Portfolio Index Blend
1303
-2.86
—
—
—
—
—
—
-2.63
Capital Group ETF Moderate Growth and Income Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.49
—
—
—
—
—
—
-2.37
Net of Fees
-2.74
—
—
—
—
—
—
-2.84
Moderate Growth and Income Model Portfolio Index Blend
1305
-2.57
—
—
—
—
—
—
-2.12
Capital Group ETF Conservative Growth and Income Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.39
—
—
—
—
—
—
-0.23
Net of Fees
-1.65
—
—
—
—
—
—
-0.71
Conservative Growth and Income Model Portfolio Index Blend
1301
-2.15
—
—
—
—
—
—
-1.54
Capital Group ETF Conservative Income and Growth Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.21
—
—
—
—
—
—
0.07
Net of Fees
-1.46
—
—
—
—
—
—
-0.42
Conservative Income and Growth Model Portfolio Index Blend
2048
-1.41
—
—
—
—
—
—
-0.18
Capital Group ETF Conservative Income Model Composite
Model Composite Inception 01/31/2025
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.64
—
—
—
—
—
—
0.67
Net of Fees
-0.90
—
—
—
—
—
—
0.18
Conservative Income Model Portfolio Index Blend
1302
-0.97
—
—
—
—
—
—
0.07
American Funds Global Growth Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.85
-2.82
-2.82
3.30
5.43
13.45
8.70
10.50
Net of Fees
-5.11
-3.55
-3.55
0.26
2.32
10.13
5.50
7.25
MSCI All Country World Index (ACWI)
240
-3.95
-1.32
-1.32
7.15
6.91
15.18
8.84
10.30
American Funds Growth Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-6.12
-5.01
-5.01
4.06
6.80
14.94
9.94
11.85
Net of Fees
-6.38
-5.73
-5.73
0.99
3.65
11.57
6.71
8.56
Growth Model Portfolio Index Blend
1304
-4.28
-1.94
-1.94
7.83
8.00
16.72
10.65
12.24
American Funds Moderate Growth Model Portfolio Composite
Model Composite Inception 05/31/2017
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.83
-2.98
-2.98
5.10
7.08
13.99
—
9.73
Net of Fees
-5.09
-3.70
-3.70
2.01
3.92
10.64
—
6.50
Moderate Growth Model Portfolio Index Blend
1306
-3.43
-0.87
-0.87
7.35
6.77
13.83
—
9.62
American Funds Growth and Income Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-3.34
-0.62
-0.62
6.83
6.77
12.99
8.61
9.94
Net of Fees
-3.60
-1.35
-1.35
3.69
3.63
9.68
5.42
6.71
Growth and Income Model Portfolio Index Blend
1303
-2.86
-0.16
-0.16
7.02
5.94
11.91
8.01
9.21
American Funds Moderate Growth and Income Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.40
0.75
0.75
6.79
5.35
10.60
7.40
8.70
Net of Fees
-2.66
0.01
0.01
3.65
2.24
7.35
4.23
5.51
Moderate Growth and Income Model Portfolio Index Blend
1305
-2.57
0.08
0.08
6.78
5.32
10.37
7.30
8.36
American Funds Conservative Growth and Income Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.22
2.65
2.65
8.55
5.15
9.16
6.19
7.08
Net of Fees
-1.47
1.90
1.90
5.36
2.04
5.95
3.06
3.93
Conservative Growth and Income Model Portfolio Index Blend
1301
-2.15
0.40
0.40
6.79
4.93
9.07
6.55
7.47
American Funds Conservative Income and Growth Model Portfolio Composite
Model Composite Inception 07/31/2020
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.99
2.39
2.39
7.24
3.67
—
—
4.75
Net of Fees
-1.25
1.64
1.64
4.08
0.61
—
—
1.66
Conservative Income and Growth Model Portfolio Index Blend
2048
-1.41
1.26
1.26
5.94
3.18
—
—
3.36
American Funds Retirement Income Model Portfolio - Enhanced Composite
Strategy Inception 08/31/2015
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.81
2.01
2.01
8.76
5.94
10.50
—
7.64
Net of Fees
-2.06
1.26
1.26
5.57
2.82
7.25
—
4.47
Custom Index Retirement Income - Enhanced
1708
-2.57
0.08
0.08
6.78
5.32
10.37
—
8.03
American Funds Retirement Income Model Portfolio - Moderate Composite
Strategy Inception 08/31/2015
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.11
2.89
2.89
8.66
4.73
8.46
—
6.57
Net of Fees
-1.37
2.14
2.14
5.46
1.64
5.27
—
3.43
Custom Index Retirement Income - Moderate
1709
-1.99
0.67
0.67
6.37
4.26
7.88
—
6.63
American Funds Retirement Income Model Portfolio - Conservative Composite
Strategy Inception 08/31/2015
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.58
3.33
3.33
8.26
3.39
6.24
—
5.37
Net of Fees
-0.83
2.57
2.57
5.08
0.33
3.11
—
2.27
Custom Index Retirement Income - Conservative
1707
-1.69
0.91
0.91
6.12
3.62
6.35
—
5.80
American Funds Conservative Income Model Portfolio Composite
Model Composite Inception 05/31/2017
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.29
2.64
2.64
6.93
2.86
4.17
—
3.78
Net of Fees
-0.54
1.88
1.88
3.78
-0.18
1.10
—
0.72
Conservative Income Model Portfolio Index Blend
1302
-0.97
1.03
1.03
5.85
3.11
3.90
—
4.01
American Funds Preservation Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
0.40
2.07
2.07
5.94
2.44
1.46
1.85
1.75
Net of Fees
0.15
1.32
1.32
2.82
-0.59
-1.55
-1.17
-1.26
Bloomberg 1-5 Year U.S. Government/Credit A+ Index
1066
0.52
2.03
2.03
5.59
2.66
0.95
1.62
1.52
American Funds Tax-Aware Moderate Growth Model Portfolio Composite
Model Composite Inception 07/31/2020
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.94
-3.72
-3.72
5.11
7.19
—
—
9.58
Net of Fees
-5.20
-4.44
-4.44
2.01
4.03
—
—
6.36
Tax-Aware Moderate Growth Model Portfolio Index Blend
2179
-3.69
-1.32
-1.32
6.78
6.93
—
—
10.30
American Funds Tax-Aware Growth and Income Model Portfolio Composite
Model Composite Inception 08/31/2019
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-3.96
-2.08
-2.08
5.48
7.22
13.24
—
10.06
Net of Fees
-4.22
-2.81
-2.81
2.38
4.06
9.92
—
6.83
Tax-Aware Growth and Income Model Portfolio Index Blend
1805
-3.30
-0.91
-0.91
6.07
6.20
12.32
—
9.10
American Funds Tax-Aware Moderate Growth and Income Model Portfolio Composite
Model Composite Inception 08/31/2019
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.99
-0.51
-0.51
5.57
6.21
11.10
—
8.31
Net of Fees
-3.24
-1.24
-1.24
2.46
3.08
7.84
—
5.13
Tax-Aware Moderate Growth and Income Model Portfolio Index Blend
1806
-3.17
-0.97
-0.97
5.46
5.68
10.93
—
8.15
American Funds Tax-Aware Conservative Growth and Income Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.12
1.13
1.13
6.44
5.65
9.18
6.65
7.76
Net of Fees
-2.37
0.38
0.38
3.31
2.53
5.97
3.51
4.59
Tax-Aware Conservative Growth and Income Model Portfolio Index Blend
1307
-2.78
-0.68
-0.68
5.16
4.97
9.19
6.69
7.60
American Funds Tax-Aware Moderate Income Model Portfolio Composite
Model Composite Inception 08/31/2019
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.90
0.99
0.99
5.85
5.03
7.56
—
5.82
Net of Fees
-2.15
0.25
0.25
2.74
1.93
4.40
—
2.70
Tax-Aware Moderate Income Model Portfolio Index Blend
1807
-2.53
-0.69
-0.69
3.53
3.84
6.42
—
4.87
American Funds Tax-Aware Conservative Income Model Portfolio Composite
Model Composite Inception 08/31/2019
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.21
1.02
1.02
4.65
3.49
4.87
—
3.74
Net of Fees
-1.46
0.28
0.28
1.56
0.44
1.78
—
0.68
Tax-Aware Conservative Income Model Portfolio Index Blend
1804
-2.00
-0.57
-0.57
3.28
3.41
4.67
—
3.70
American Funds Tax-Exempt Preservation Model Portfolio Composite
Strategy Inception 05/31/2012
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.46
0.90
0.90
3.28
2.30
1.46
1.72
1.97
Net of Fees
-0.71
0.16
0.16
0.23
-0.73
-1.54
-1.29
-1.05
Bloomberg Municipal Bond 1-7 Year Blend Index
1261
-0.49
0.91
0.91
2.72
2.16
1.35
1.61
1.65
Capital Group Active-Passive Global Growth Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.15
-2.57
-2.57
3.45
—
—
—
13.21
Net of Fees
-4.41
-3.30
-3.30
0.39
—
—
—
9.89
MSCI All Country World Index (ACWI)
240
-3.95
-1.32
-1.32
7.15
—
—
—
14.12
Capital Group Active-Passive Growth Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-5.35
-4.48
-4.48
5.93
—
—
—
16.74
Net of Fees
-5.61
-5.19
-5.19
2.81
—
—
—
13.33
Growth Model Portfolio Index Blend
1304
-4.28
-1.94
-1.94
7.83
—
—
—
15.09
Capital Group Active-Passive Moderate Growth Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.62
-3.23
-3.23
5.88
—
—
—
14.66
Net of Fees
-4.87
-3.95
-3.95
2.76
—
—
—
11.30
Moderate Growth Model Portfolio Index Blend
1306
-3.43
-0.87
-0.87
7.35
—
—
—
13.20
Capital Group Active-Passive Growth and Income Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-3.14
-0.67
-0.67
6.71
—
—
—
12.42
Net of Fees
-3.39
-1.40
-1.40
3.57
—
—
—
9.12
Growth and Income Model Portfolio Index Blend
1303
-2.86
-0.16
-0.16
7.02
—
—
—
11.95
Capital Group Active-Passive Moderate Growth and Income Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.41
0.41
0.41
6.91
—
—
—
10.55
Net of Fees
-2.66
-0.33
-0.33
3.76
—
—
—
7.31
Moderate Growth and Income Model Portfolio Index Blend
1305
-2.57
0.08
0.08
6.78
—
—
—
10.95
Capital Group Active-Passive Conservative Growth and Income Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.23
2.14
2.14
7.77
—
—
—
8.33
Net of Fees
-1.48
1.40
1.40
4.60
—
—
—
5.14
Conservative Growth and Income Model Portfolio Index Blend
1301
-2.15
0.40
0.40
6.79
—
—
—
10.18
Capital Group Active-Passive Conservative Income and Growth Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.05
2.00
2.00
6.85
—
—
—
7.25
Net of Fees
-1.31
1.25
1.25
3.71
—
—
—
4.09
Conservative Income and Growth Model Portfolio Index Blend
2048
-1.41
1.26
1.26
5.94
—
—
—
7.73
Capital Group Active-Passive Retirement Income Model - Enhanced Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.15
0.95
0.95
7.55
—
—
—
9.63
Net of Fees
-2.41
0.21
0.21
4.38
—
—
—
6.41
Custom Index Retirement Income - Enhanced
1708
-2.57
0.08
0.08
6.78
—
—
—
10.95
Capital Group Active-Passive Retirement Income Model - Moderate Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.31
2.16
2.16
7.85
—
—
—
8.17
Net of Fees
-1.56
1.41
1.41
4.68
—
—
—
4.99
Custom Index Retirement Income - Moderate
1709
-1.99
0.67
0.67
6.37
—
—
—
9.34
Capital Group Active-Passive Retirement Income Model - Conservative Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.86
2.30
2.30
7.51
—
—
—
6.60
Net of Fees
-1.11
1.55
1.55
4.35
—
—
—
3.46
Custom Index Retirement Income - Conservative
1707
-1.69
0.91
0.91
6.12
—
—
—
8.35
Capital Group Active-Passive Conservative Income Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.49
2.10
2.10
6.35
—
—
—
5.55
Net of Fees
-0.75
1.35
1.35
3.22
—
—
—
2.44
Conservative Income Model Portfolio Index Blend
1302
-0.97
1.03
1.03
5.85
—
—
—
6.60
Capital Group Active-Passive Preservation Model Composite
Model Composite Inception 11/30/2022
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
0.33
1.96
1.96
5.86
—
—
—
4.50
Net of Fees
0.08
1.21
1.21
2.74
—
—
—
1.41
Bloomberg 1-5 Year U.S. Government/Credit A+ Index
1066
0.52
2.03
2.03
5.59
—
—
—
4.41
Capital Group Active-Passive Tax-Aware Moderate Growth Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.99
-3.80
-3.80
5.20
—
—
—
21.56
Net of Fees
-5.25
-4.51
-4.51
2.10
—
—
—
18.02
Tax-Aware Moderate Growth Model Portfolio Index Blend
2179
-3.69
-1.32
-1.32
6.78
—
—
—
20.37
Capital Group Active-Passive Tax-Aware Growth and Income Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-4.07
-2.42
-2.42
5.56
—
—
—
20.25
Net of Fees
-4.33
-3.14
-3.14
2.45
—
—
—
16.75
Tax-Aware Growth and Income Model Portfolio Index Blend
1805
-3.30
-0.91
-0.91
6.07
—
—
—
18.54
Capital Group Active-Passive Tax-Aware Moderate Growth and Income Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-3.16
-1.11
-1.11
5.40
—
—
—
17.83
Net of Fees
-3.41
-1.85
-1.85
2.30
—
—
—
14.39
Tax-Aware Moderate Growth and Income Model Portfolio Index Blend
1806
-3.17
-0.97
-0.97
5.46
—
—
—
17.02
Capital Group Active-Passive Tax-Aware Conservative Growth and Income Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-2.17
0.73
0.73
6.17
—
—
—
16.02
Net of Fees
-2.43
-0.02
-0.02
3.04
—
—
—
12.63
Tax-Aware Conservative Growth and Income Model Portfolio Index Blend
1307
-2.78
-0.68
-0.68
5.16
—
—
—
15.60
Capital Group Active-Passive Tax-Aware Moderate Income Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.93
0.68
0.68
5.59
—
—
—
13.97
Net of Fees
-2.18
-0.06
-0.06
2.47
—
—
—
10.64
Tax-Aware Moderate Income Model Portfolio Index Blend
1807
-2.53
-0.69
-0.69
3.53
—
—
—
12.25
Capital Group Active-Passive Tax-Aware Conservative Income Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-1.31
0.77
0.77
4.67
—
—
—
10.29
Net of Fees
-1.56
0.03
0.03
1.59
—
—
—
7.05
Tax-Aware Conservative Income Model Portfolio Index Blend
1804
-2.00
-0.57
-0.57
3.28
—
—
—
9.50
Capital Group Active-Passive Tax-Exempt Preservation Model Composite
Model Composite Inception 10/31/2023
Model name
RSG_1MTD,RSG_3MTD,RSG_YTD,RSG_1YR, RSNF_1MTD,RSNF_3MTD,RSNF_YTD,RSNF_1YR
Cumulative
ARRNAVMP_3YTD, ARRNAVMP_5YTD, ARRNAVMP_10YTD, ARRNAVMP_ACTL_3YTD, ARRNAVMP_ACTL_5YTD, ARRNAVMP_ACTL_10YTD, ARRNAV_ACTL_3YTD, ARRNAV_ACTL_5YTD, ARRNAV_ACTL_10YTD, ARRNAV_ACTL_15YTD, ARRNAV_ACTL_LTD
Average Annual
As of 03/31/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
10Y
Lifetime
Gross
-0.49
0.80
0.80
3.25
—
—
—
5.33
Net of Fees
-0.75
0.06
0.06
0.21
—
—
—
2.23
Bloomberg Municipal Bond 1-7 Year Blend Index
1261
-0.49
0.91
0.91
2.72
—
—
—
5.00