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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Tuesday, December 24 and will be closed on Wednesday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

QUARTERLY UPDATES

Model Resource Center

Latest updates

Quarterly investment commentary
Analyze the American Funds model portfolios' results against market conditions in the most recent quarter.

Active commentary     |      Active-passive commentary

Quarterly exposure changes report - (PDF)
Explore this quarter's asset class and sector exposure changes.

Historical allocation update - (PDF)
Review the latest model portfolio allocation updates in a historical context.

To share with clients

Model portfolio fact sheets
Discover the most recent quarterly results and statistics for each portfolio.

How to select a portfolio strategist (PDF)

Why Capital Group may be an ideal strategist to help meet client goals.

Model portfolio fact sheets

All fact sheets below are in F-2 shares. For F-3 results, visit here.

American Funds Global Growth Model Portfolio 

American Funds Growth Model Portfolio 

American Funds Moderate Growth Model Portfolio 

American Funds Growth and Income Model Portfolio

American Funds Moderate Growth and Income Model Portfolio

American Funds Conservative Growth and Income Model Portfolio

American Funds Conservative Income and Growth Model Portfolio

American Funds Conservative Income Model Portfolio

American Funds Preservation Model Portfolio 

American Funds Retirement Income Model Portfolio - Enhanced

American Funds Retirement Income Model Portfolio - Moderate

American Funds Retirement Income Model Portfolio - Conservative 

American Funds Tax-Aware Moderate Growth Model Portfolio

American Funds Tax-Aware Growth and Income Model Portfolio

American Funds Tax-Aware Moderate Growth and Income Model Portfolio

American Funds Tax-Aware Conservative Growth and Income Model Portfolio

American Funds Tax-Aware Moderate Income Model Portfolio

American Funds Tax-Aware Conservative Income Model Portfolio

American Funds Tax-Exempt Preservation Model Portfolio

Capital Group Active-Passive Global Growth Model

Capital Group Active-Passive Growth Model

Capital Group Active-Passive Moderate Growth Model

Capital Group Active-Passive Growth and Income Model

Capital Group Active-Passive Moderate Growth and Income Model

Capital Group Active-Passive Conservative Growth and Income Model

Capital Group Active-Passive Conservative Income and Growth Model

Capital Group Active-Passive Conservative Income Model

Capital Group Active-Passive Preservation Model

Capital Group Active-Passive Retirement Income Model – Enhanced

Capital Group Active-Passive Retirement Income Model – Moderate

Capital Group Active-Passive Retirement Income Model – Conservative

Capital Group Active-Passive Tax-Aware Moderate Growth Model

Capital Group Active-Passive Tax-Aware Growth and Income Model

Capital Group Active-Passive Tax-Aware Moderate Growth and Income Model

Capital Group Active-Passive Tax-Aware Conservative Growth and Income Model

Capital Group Active-Passive Tax-Aware Moderate Income Model

Capital Group Active-Passive Tax-Aware Conservative Income Model

Capital Group Active-Passive Tax-Exempt Preservation Model

Stay in the loop with the latest news and insights.

Receive quarterly updates on American Funds Model Portfolios, including commentaries, asset mix changes and other client-facing communication.

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Model portfolios are only available through registered investment advisers. This content is intended for registered investment advisers and their clients.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Model portfolios are subject to the risks associated with the underlying funds in the model portfolio. Investors should carefully consider investment objectives, risks, fees and expenses of the funds in the model portfolio, which are contained in the fund prospectuses.
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.
Nondiversified funds have the ability to invest a larger percentage of assets in the securities of a smaller number of issuers than a diversified fund. As a result, poor results by a single issuer could adversely affect fund results more than if the fund invested in a larger number of issuers. See the applicable prospectus for details.
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. Use of this website and materials is also subject to approval by your home office.
Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives, and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held. Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income, and investments. Visit capitalgroup.com for current allocations.
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.