CUSTOMIZE INPUTS
Investment Amount |
|---|
Portfolio Strategies AFIS TRICAP Moderate Growth Portfolio |
Share Class Class 1 |
AFIS Funds | Percent |
|---|
Total: 100%
Rebalancing Frequency
AFIS FUND(S) DETAILS
Allocation |
|---|
| U.S. Equities | undefined% |
| Non-U.S. Equities | undefined% |
| U.S. Bonds | undefined% |
| Non-U.S. Bonds | undefined% |
| Cash, Equivalents & Other | undefined% |
$100,000
Initial
Investment
0
Years
Selected
0.00%
Withdrawal
Rate
0.00%
Est. Other Fees
and Expenses
$0
Total
Withdrawals
Annualized
Return
Cumulative
Return
$0
Ending
Value
From
To
Benchmark
If more than one fund is selected, results reflect the asset weighted average of the selected funds. When a withdrawal rate is applied, the annualized return reflects the internal rate of return (IRR).
| AFIS Portfolio | ||
|---|---|---|
| Start/End Date | ||
| Ending Value | — | |
| Number of years until account balance reached $0 | ||
| Total Withdrawals | — | |
| Cumulative Return | ||
| Annualized Return |
As of (updated quarterly) | Inception Date | 1 year (%) | 5 years (%) | 10 years (%) | Lifetime (%) | Expense ratio (%) |
|---|
Each of the TriCap portfolios are a blend of individual funds within American Funds Insurance Series. If your client is considering American Funds investment options, these portfolios can be constructed wherever all the referenced underlying funds are made available by the insurance provider. Allocations may change and may not achieve portfolio objectives. There are expenses associated with the underlying funds. The portfolios’ risks are directly related to the risks of the underlying funds, as described herein.
These portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. Financial intermediaries may or may not recommend them to clients. The portfolios are hypothetical asset allocations designed for individuals with different time horizons and risk profiles. Allocations may not achieve investment objectives. Please talk to your financial professional for information on other investment alternatives that may be available to you. In making investment decisions, investors should consider their other assets, income, and investments.
Variable insurance contracts may impose a variety of fees that may affect the growth of your client’s portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims paying ability of the issuing insurance company.
Capital Group does not provide rebalancing for variable annuity contracts.