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Investments (197)
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| AMCAP Fund® (F-2) | Equity | Growth | Growth | Mutual Funds | U.S. | Large Growth |
| American Funds® Global Insight Fund (F-2) | Equity | Growth | Growth | Mutual Funds | Global | Global Large-Stock Blend |
| American Funds® International Vantage Fund (F-2) | Equity | Growth | Growth | Mutual Funds | International | Foreign Large Growth |
| EuroPacific Growth Fund® (F-2) | Equity | Growth | Growth | Mutual Funds | International | Foreign Large Growth |
| New Perspective Fund® (F-2) | Equity | Growth | Growth | Mutual Funds | Global | Global Large-Stock Growth |
| New World Fund® (F-2) | Equity | Growth | Growth | Mutual Funds | Global | Diversified Emerging Mkts |
| SMALLCAP World Fund® (F-2) | Equity | Growth | Growth | Mutual Funds | Global | Global Small/Mid Stock |
| The Growth Fund of America® (F-2) | Equity | Growth | Growth | Mutual Funds | U.S. | Large Growth |
| The New Economy Fund® (F-2) | Equity | Growth | Growth | Mutual Funds | U.S. | Global Large-Stock Growth |
| American Funds® Global Growth Portfolio (F-2) | Equity | Growth | Portfolio Series | Mutual Funds | Global | Global Large-Stock Growth |
| American Funds® Growth Portfolio (F-2) | Equity | Growth | Portfolio Series | Mutual Funds | N/A | Aggressive Allocation |
| Capital Group Global Equity ETF | Equity | Growth | Growth | Exchange-Traded Funds | Global | Global Large-Stock Blend |
| Capital Group Global Growth Equity ETF | Equity | Growth | Growth | Exchange-Traded Funds | Global | Global Large Stock |
| Capital Group Growth ETF | Equity | Growth | Growth | Exchange-Traded Funds | U.S. | Large Growth |
| Capital Group International Equity ETF | Equity | Growth | Growth | Exchange-Traded Funds | Global | Foreign Large Growth |
| Capital Group International Focus Equity ETF | Equity | Growth | Growth | Exchange-Traded Funds | International | Diversified Emerging Mkts |
| Capital Group New Geography Equity ETF | Equity | Growth | Growth | Exchange-Traded Funds | Global | Diversified Emerging Mkts |
| Capital Group U.S. Small and Mid Cap ETF | Equity | Growth | Growth | Exchange-Traded Funds | U.S. | U.S. Mid-Cap Blend |
| American Funds® Global Growth Model Portfolio (F-2) | Equity | Growth | N/A | Model Portfolios | N/A | Global Large-Stock Growth |
| American Funds® Growth Model Portfolio (F-2) | Equity | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| American Funds® Moderate Growth Model Portfolio (F-2) | Multi Asset | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| American Funds® Tax-Aware Moderate Growth Model Portfolio (F-2) | Multi Asset | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| Capital Group Active-Passive Tax-Aware Moderate Growth Model (F-2) | Multi Asset | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| Capital Group Active-Passive Global Growth Model | Equity | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| Capital Group Active-Passive Growth Model | Equity | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| Capital Group Active-Passive Moderate Growth Model | Multi Asset | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| Capital Group ETF Global Growth Model | Multi Asset | Growth | N/A | Model Portfolios | N/A | Global Large-Stock Growth |
| Capital Group ETF Growth Model | Multi Asset | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| Capital Group ETF Moderate Growth Model | Multi Asset | Growth | N/A | Model Portfolios | N/A | Aggressive Allocation |
| American Funds Insurance Series® – Global Growth Fund (1) | Equity | Growth | Growth | Insurance Series Mutual Funds | Global | Global Large-Stock Growth |
| American Funds Insurance Series® – Global Small Capitalization Fund (1) | Equity | Growth | Growth | Insurance Series Mutual Funds | Global | World Small/Mid Stock |
| American Funds Insurance Series® – Growth Fund (1) | Equity | Growth | Growth | Insurance Series Mutual Funds | U.S. | Large Growth |
| American Funds Insurance Series® – International Fund (1) | Equity | Growth | Growth | Insurance Series Mutual Funds | International | Foreign Large Growth |
| American Funds Insurance Series® – New World Fund (1) | Equity | Growth | Growth | Insurance Series Mutual Funds | Global | Diversified Emerging Mkts |
| American Funds Insurance Series - U.S. Small and Mid Cap Equity Fund (1) | Equity | Growth | Growth | Insurance Series Mutual Funds | U.S. | — |
| American Funds® Global Growth Portfolio (4) | Equity | Growth | Portfolio Series | Insurance Series Mutual Funds | Global | Global Large-Stock Growth |
| American Funds® Managed Risk Growth Portfolio (P2) | Multi Asset | Growth | Portfolio Series | Insurance Series Mutual Funds | U.S. | Moderate Allocation |
| American Funds Insurance Series® – Managed Risk Growth Fund (P1) | Multi Asset | Growth | Managed Risk | Insurance Series Mutual Funds | U.S. | Moderately Aggressive Allocation |
| American Funds Insurance Series® – Managed Risk International Fund (P1) | Multi Asset | Growth | Managed Risk | Insurance Series Mutual Funds | International | Global Allocation |
| Capital Group Global Equity | Equity | Growth | Growth | Separately Managed Accounts | Global | Global Large-Stock Blend |
| Capital Group Global Growth | Equity | Growth | Growth | Separately Managed Accounts | Global | Global Large-Stock Growth |
| Capital Group International Equity | Equity | Growth | Growth | Separately Managed Accounts | International | Foreign Large Growth |
| Capital Group International Growth | Equity | Growth | Growth | Separately Managed Accounts | International | Foreign Large Growth |
| Capital Group U.S. Equity | Equity | Growth | Growth | Separately Managed Accounts | U.S. | Large Growth |
| Capital Group U.S. Flexible Growth | Equity | Growth | Growth | Separately Managed Accounts | U.S. | Large Growth |
| Capital Group U.S. Growth | Equity | Growth | Growth | Separately Managed Accounts | U.S. | Large Growth |
| American Funds® Developing World Growth and Income Fund (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | Emerging Markets | Diversified Emerging Mkts |
| American Mutual Fund® (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | U.S. | Large Value |
| Capital World Growth and Income Fund® (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | Global | Global Large-Stock Blend |
| Fundamental Investors® (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | U.S. | Large Blend |
| International Growth and Income Fund (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | International | Foreign Large Blend |
| The Investment Company of America® (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | U.S. | Large Blend |
| Washington Mutual Investors Fund (F-2) | Equity | Growth and Income | Growth and Income | Mutual Funds | U.S. | Large Blend |
| Capital Income Builder® (F-2) | Multi Asset | Growth and Income | Equity-Income | Mutual Funds | Global | Global Allocation |
| The Income Fund of America® (F-2) | Multi Asset | Growth and Income | Equity-Income | Mutual Funds | U.S. | Moderately Aggressive Allocation |
| American Balanced Fund® (F-2) | Multi Asset | Growth and Income | Balanced | Mutual Funds | U.S. | Moderate Allocation |
| American Funds® Global Balanced Fund (F-2) | Multi Asset | Growth and Income | Balanced | Mutual Funds | Global | Global Allocation |
| American Funds Conservative® Growth and Income Portfolio (F-2) | Multi Asset | Growth and Income | Portfolio Series | Mutual Funds | N/A | Moderately Conservative Allocation |
| American Funds® Growth and Income Portfolio (F-2) | Multi Asset | Growth and Income | Portfolio Series | Mutual Funds | N/A | Moderately Aggressive Allocation |
| American Funds® Moderate Growth and Income Portfolio (F-2) | Multi Asset | Growth and Income | Portfolio Series | Mutual Funds | N/A | Moderate Allocation |
| American Funds® Tax-Aware Conservative Growth and Income Portfolio (F-2) | Multi Asset | Growth and Income | Portfolio Series | Mutual Funds | N/A | Moderately Conservative Allocation |
| Capital Group Conservative Equity ETF | Equity | Growth and Income | Growth and Income | Exchange-Traded Funds | U.S. | Large Value |
| Capital Group Core Balanced ETF | Multi Asset | Growth and Income | Growth and Income | Exchange-Traded Funds | U.S. | Moderate Allocation |
| Capital Group Core Equity ETF | Equity | Growth and Income | Growth and Income | Exchange-Traded Funds | U.S. | Large Blend |
| Capital Group Dividend Growers ETF | Equity | Growth and Income | Growth and Income | Exchange-Traded Funds | Global | Global Large-Stock Blend |
| Capital Group Dividend Value ETF | Equity | Growth and Income | Growth and Income | Exchange-Traded Funds | U.S. | Large Value |
| Capital Group International Core Equity ETF | Equity | Growth and Income | Growth and Income | Exchange-Traded Funds | International | Foreign Large Blend |
| American Funds® Conservative Growth and Income Model Portfolio (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| American Funds® Conservative Income And Growth Model Portfolio (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| American Funds® Growth and Income Model Portfolio (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Aggressive Allocation |
| American Funds® Moderate Growth and Income Model Portfolio (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| American Funds® Tax-Aware Conservative Growth and Income Model Portfolio (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| American Funds® Tax-Aware Growth and Income Model Portfolio (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Aggressive Allocation |
| American Funds® Tax-Aware Moderate Growth and Income Model Portfolio (F-2) | Multi Asset | Growth | N/A | Model Portfolios | N/A | Moderate Allocation |
| Capital Group Active-Passive Conservative Growth and Income Model (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group Active-Passive Conservative Income and Growth Model (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group Active-Passive Growth and Income Model | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Aggressive Allocation |
| Capital Group Active-Passive Moderate Growth and Income Model | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| Capital Group Active-Passive Tax-Aware Conservative Growth and Income Model (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group Active-Passive Tax-Aware Growth and Income Model (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Aggressive Allocation |
| Capital Group Active-Passive Tax-Aware Moderate Growth and Income Model (F-2) | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| Capital Group ETF Conservative Growth and Income Model | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group ETF Conservative Income and Growth Model | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group ETF Growth and Income Model | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderately Agressive Allocation |
| Capital Group ETF Moderate Growth and Income Model | Multi Asset | Growth and Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| American Funds Insurance Series® – Capital World Growth and Income Fund (1) | Equity | Growth and Income | Growth and Income | Insurance Series Mutual Funds | Global | Global Large-Stock Blend |
| American Funds Insurance Series® – Growth-Income Fund (1) | Equity | Growth and Income | Growth and Income | Insurance Series Mutual Funds | U.S. | Large Blend |
| American Funds Insurance Series® – International Growth and Income Fund (1) | Equity | Growth and Income | Growth and Income | Insurance Series Mutual Funds | International | Foreign Large Blend |
| American Funds Insurance Series® – Washington Mutual Investors Fund (1) | Equity | Growth and Income | Growth and Income | Insurance Series Mutual Funds | U.S. | Large Value |
| American Funds Insurance Series® – Capital Income Builder (1) | Multi Asset | Growth and Income | Equity-Income | Insurance Series Mutual Funds | Global | Global Allocation |
| American Funds Insurance Series® – American Funds Global Balanced Fund (1) | Multi Asset | Growth and Income | Balanced | Insurance Series Mutual Funds | Global | Global Allocation |
| American Funds® Growth and Income Portfolio (4) | Multi Asset | Growth and Income | Portfolio Series | Insurance Series Mutual Funds | U.S. | Moderate Allocation |
| American Funds® Managed Risk Global Allocation Portfolio (P2) | Multi Asset | Growth and Income | Portfolio Series | Insurance Series Mutual Funds | Global | Global Allocation |
| American Funds® Managed Risk Growth and Income Portfolio (P2) | Multi Asset | Growth and Income | Portfolio Series | Insurance Series Mutual Funds | U.S. | Moderate Allocation |
| American Funds Insurance Series® – Asset Allocation Fund (1) | Multi Asset | Growth and Income | Asset Allocation | Insurance Series Mutual Funds | U.S. | Moderate Allocation |
| American Funds Insurance Series® – Managed Risk Asset Allocation Fund (P1) | Multi Asset | Growth and Income | Managed Risk | Insurance Series Mutual Funds | U.S. | Moderate Allocation |
| American Funds Insurance Series® – Managed Risk Growth-Income Fund (P1) | Multi Asset | Growth and Income | Managed Risk | Insurance Series Mutual Funds | U.S. | Moderately Aggressive Allocation |
| American Funds Insurance Series® – Managed Risk Washington Mutual Investors Fund (P1) | Multi Asset | Growth and Income | Managed Risk | Insurance Series Mutual Funds | U.S. | Moderately Aggressive Allocation |
| Capital Group U.S. Conservative Growth and Income | Equity | Growth and Income | Growth and Income | Separately Managed Accounts | U.S. | Large Value |
| Capital Group U.S. Core | Equity | Growth and Income | Growth and Income | Separately Managed Accounts | U.S. | Large Blend |
| Capital Group U.S. Flexible Growth and Income | Equity | Growth and Income | Growth and Income | Separately Managed Accounts | U.S. | Large Blend |
| Capital Group U.S. Income and Growth | Equity | Growth and Income | Growth and Income | Separately Managed Accounts | U.S. | Large Blend |
| Capital Group World Dividend Growers | Equity | Growth and Income | Growth and Income | Separately Managed Accounts | Global | Global Large-Stock Blend |
| American Funds Corporate Bond Fund® (F-2) | Fixed Income | Income | Bond | Mutual Funds | U.S. | Corporate Bond |
| American Funds Emerging Markets Bond Fund® (F-2) | Fixed Income | Income | Bond | Mutual Funds | Emerging Markets | Emerging Markets Bond |
| American Funds Inflation Linked Bond Fund® (F-2) | Fixed Income | Income | Bond | Mutual Funds | U.S. | Inflation-Protected Bond |
| American Funds Mortgage Fund® (F-2) | Fixed Income | Income | Bond | Mutual Funds | U.S. | Intermediate Government |
| American Funds® Multi-Sector Income Fund (F-2) | Fixed Income | Income | Bond | Mutual Funds | Global | Multisector Bond |
| American Funds® Strategic Bond Fund (F-2) | Fixed Income | Income | Bond | Mutual Funds | Global | Intermediate Core-Plus Bond |
| American High-Income Trust® (F-2) | Fixed Income | Income | Bond | Mutual Funds | U.S. | High Yield Bond |
| Capital World Bond Fund® (F-2) | Fixed Income | Income | Bond | Mutual Funds | Global | Global Bond |
| The Bond Fund of America® (F-2) | Fixed Income | Income | Bond | Mutual Funds | U.S. | Intermediate Core Bond |
| U.S. Government Securities Fund® (F-2) | Fixed Income | Income | Bond | Mutual Funds | U.S. | Intermediate Government |
| American Funds Tax-Exempt Fund of New York® (F-2) | Fixed Income | Income | Tax-Exempt Bond | Mutual Funds | U.S. | Muni New York Long |
| American High-Income Municipal Bond Fund® (F-2) | Fixed Income | Income | Tax-Exempt Bond | Mutual Funds | U.S. | High Yield Muni |
| The Tax-Exempt Bond Fund of America® (F-2) | Fixed Income | Income | Tax-Exempt Bond | Mutual Funds | U.S. | Muni National Interm |
| The Tax-Exempt Fund of California® (F-2) | Fixed Income | Income | Tax-Exempt Bond | Mutual Funds | U.S. | Muni California Long |
| American Funds® Retirement Income Portfolio - Conservative (F-2) | Multi Asset | Income | Retirement Income Portfolio Series | Mutual Funds | N/A | Moderately Conservative Allocation |
| American Funds® Retirement Income Portfolio - Enhanced (F-2) | Multi Asset | Income | Retirement Income Portfolio Series | Mutual Funds | N/A | Moderate Allocation |
| American Funds® Retirement Income Portfolio - Moderate (F-2) | Multi Asset | Income | Retirement Income Portfolio Series | Mutual Funds | N/A | Moderate Allocation |
| Capital Group Core Bond ETF | Fixed Income | Income | Bond | Exchange-Traded Funds | U.S. | Intermediate Core Bond |
| Capital Group Core Plus Income ETF | Fixed Income | Income | Bond | Exchange-Traded Funds | U.S. | Intermediate Core-Plus Bond |
| Capital Group International Bond ETF (USD-Hedged) | Fixed Income | Income | Bond | Exchange-Traded Funds | International | Global Bond (USD-Hedged) |
| Capital Group U.S. Multi-Sector ETF | Fixed Income | Income | Bond | Exchange-Traded Funds | U.S. | Multisector Bond |
| Capital Group Municipal High-Income ETF | Fixed Income | Income | Tax-Exempt Bond | Exchange-Traded Funds | U.S. | High Yield Muni |
| Capital Group Municipal Income ETF | Fixed Income | Income | Tax-Exempt Bond | Exchange-Traded Funds | U.S. | Muni National Interm |
| American Funds® Retirement Income Model Portfolio - Conservative (F-2) | Multi Asset | Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| American Funds® Retirement Income Model Portfolio - Enhanced (F-2) | Multi Asset | Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| American Funds® Retirement Income Model Portfolio - Moderate (F-2) | Multi Asset | Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| Capital Group Active-Passive Retirement Income Model Portfolio - Conservative | Multi Asset | Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group Active-Passive Retirement Income Model Portfolio - Enhanced | Multi Asset | Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| Capital Group Active-Passive Retirement Income Model Portfolio - Moderate | Multi Asset | Income | N/A | Model Portfolios | N/A | Moderate Allocation |
| Capital Group ETF Conservative Income Model | Multi Asset | Income | N/A | Model Portfolios | N/A | Conservative Allocation |
| American Funds Insurance Series® – American Funds Mortgage Fund (1) | Fixed Income | Income | Bond | Insurance Series Mutual Funds | U.S. | Intermediate Government |
| American Funds Insurance Series® – American High-Income Trust (1) | Fixed Income | Income | Bond | Insurance Series Mutual Funds | U.S. | High Yield Bond |
| American Funds Insurance Series® – Capital World Bond Fund (1) | Fixed Income | Income | Bond | Insurance Series Mutual Funds | Global | Global Bond |
| American Funds Insurance Series® – The Bond Fund of America (1) | Fixed Income | Income | Bond | Insurance Series Mutual Funds | U.S. | Intermediate Core Bond |
| American Funds Insurance Series® – U.S. Government Securities Fund (1) | Fixed Income | Income | Bond | Insurance Series Mutual Funds | U.S. | Intermediate Government |
| Capital Group Core Bond | Fixed Income | Income | Bond | Separately Managed Accounts | U.S. | Short-Term Bond |
| Capital Group U.S Intermediate Bond | Fixed Income | Income | Bond | Separately Managed Accounts | U.S. | Short-Term Bond |
| Capital Group Long Municipal | Fixed Income | Income | Tax-Exempt Bond | Separately Managed Accounts | U.S. | Muni National Long |
| Intermediate Bond Fund of America® (F-2) | Fixed Income | Preservation and Income | Bond | Mutual Funds | U.S. | Short-Term Bond |
| Short-Term Bond Fund of America® (F-2) | Fixed Income | Preservation and Income | Bond | Mutual Funds | U.S. | Short-Term Bond |
| American Funds Short-Term Tax-Exempt Bond Fund® (F-2) | Fixed Income | Preservation and Income | Tax-Exempt Bond | Mutual Funds | U.S. | Muni National Short |
| Limited Term Tax-Exempt Bond Fund of America® (F-2) | Fixed Income | Preservation and Income | Tax-Exempt Bond | Mutual Funds | U.S. | Muni National Short |
| American Funds® Preservation Portfolio (F-2) | Fixed Income | Preservation and Income | Portfolio Series | Mutual Funds | N/A | Short-Term Bond |
| American Funds® Tax-Exempt Preservation Portfolio (F-2) | Fixed Income | Preservation and Income | Portfolio Series | Mutual Funds | N/A | Muni National Short |
| Capital Group Short Duration Income ETF | Fixed Income | Preservation and Income | Bond | Exchange-Traded Funds | U.S. | Short-Term Bond |
| Capital Group Ultra Short Income ETF | Fixed Income | Preservation and Income | Bond | Exchange-Traded Funds | U.S. | Short-Term Bond |
| Capital Group Short Duration Municipal Income ETF | Fixed Income | Preservation and Income | Tax-Exempt Bond | Exchange-Traded Funds | U.S. | Muni National Short |
| American Funds® Conservative Income Model Portfolio (F-2) | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Conservative Allocation |
| American Funds® Preservation Model Portfolio (F-2) | Fixed Income | Preservation and Income | N/A | Model Portfolios | N/A | Short-Term Bond |
| American Funds® Tax-Aware Conservative Income Model Portfolio (F-2) | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Conservative Allocation |
| American Funds® Tax-Aware Moderate Income Model Portfolio (F-2) | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| American Funds® Tax-Exempt Preservation Model Portfolio (F-2) | Fixed Income | Preservation and Income | N/A | Model Portfolios | N/A | Muni National Short |
| Capital Group Active-Passive Conservative Income Model | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Conservative Allocation |
| Capital Group Active-Passive Preservation Model (F-2) | Fixed Income | Preservation and Income | N/A | Model Portfolios | N/A | Short-Term Bond |
| Capital Group Active-Passive Tax-Aware Conservative Income Model (F-2) | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Conservative Allocation |
| Capital Group Active-Passive Tax-Aware Moderate Income Model (F-2) | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Moderately Conservative Allocation |
| Capital Group Active-Passive Tax-Exempt Preservation Model (F-2) | Multi Asset | Preservation and Income | N/A | Model Portfolios | N/A | Muni National Short |
| American Funds Insurance Series® – Ultra-Short Bond Fund (1) | Fixed Income | Preservation and Income | Bond | Insurance Series Mutual Funds | U.S. | Ultrashort Bond |
| Capital Group Intermediate Municipal | Fixed Income | Preservation and Income | Tax-Exempt Bond | Separately Managed Accounts | U.S. | Muni National Interm |
| Capital Group Short Municipal | Fixed Income | Preservation and Income | Tax-Exempt Bond | Separately Managed Accounts | U.S. | Muni National Short |
| American Funds U.S.® Government Money Market Fund (F-2) | Fixed Income | N/A | Money Market | Mutual Funds | U.S. | Money Market - Taxable |
| American Funds 2010 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2000-2010 |
| American Funds 2015 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2015 |
| American Funds 2020 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2020 |
| American Funds 2025 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2025 |
| American Funds 2030 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2030 |
| American Funds 2035 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2035 |
| American Funds 2040 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2040 |
| American Funds 2045 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2045 |
| American Funds 2050 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2050 |
| American Funds 2055 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2055 |
| American Funds 2060 Target Date Retirement Fund® (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2060 |
| American Funds® 2065 Target Date Retirement Fund (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2065+ |
| American Funds® 2070 Target Date Retirement Fund (F-2) | Multi Asset | N/A | Retirement Target Date | Mutual Funds | N/A | Target-Date 2065+ |
| American Funds College 2027 Fund® (529-F-2) | Multi Asset | N/A | College Target Date | Mutual Funds | N/A | Moderately Conservative Allocation |
| American Funds College 2030 Fund® (529-F-2) | Multi Asset | N/A | College Target Date | Mutual Funds | N/A | Moderately Conservative Allocation |
| American Funds College 2033 Fund® (529-F-2) | Multi Asset | N/A | College Target Date | Mutual Funds | N/A | Moderate Allocation |
| American Funds College Enrollment Fund® (529-F-2) | Fixed Income | N/A | College Target Date | Mutual Funds | N/A | Short-Term Bond |
| American Funds® College 2036 Fund (529-F-2) | Multi Asset | N/A | College Target Date | Mutual Funds | N/A | Moderately Aggressive Allocation |
| American Funds® College 2039 Fund (529-F-2) | Multi Asset | N/A | College Target Date | Mutual Funds | N/A | Moderately Aggressive Allocation |
| American Funds® College 2042 Fund (529-F-2) | Multi Asset | N/A | College Target Date | Mutual Funds | N/A | Moderately Aggressive Allocation |
| American Funds® IS 2010 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2000-2010 |
| American Funds® IS 2015 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2015 |
| American Funds® IS 2020 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2020 |
| American Funds® IS 2025 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2025 |
| American Funds® IS 2030 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2030 |
| American Funds® IS 2035 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2035 |
| American Funds® IS 2040 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2040 |
| American Funds® IS 2045 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2045 |
| American Funds® IS 2050 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2050 |
| American Funds® IS 2055 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2055 |
| American Funds® IS 2060 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2060 |
| American Funds® IS 2065 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2065+ |
| American Funds® IS 2070 Target Date Fund (1) | Multi Asset | N/A | Retirement Target Date | Insurance Series Mutual Funds | N/A | Target-Date 2065+ |
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 ETF prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Capital Group exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETF shares are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged.
Investments in mortgage-related securities involve additional risks, such as prepayment risk.
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.
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 portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
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.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates. Capital Client Group, 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.