American Funds Insurance Series (AFIS) Historical Illustrator
Read important
investment disclosures

Investment Amount

Portfolio Strategies

Share Class

AFIS Funds

Percent

Total: 100%

Rebalancing Frequency

Created with Highcharts 9.3.3$0$50k$100k$150k$200k$250k$300k$350k
Ending Value
$270,043
Created with Highcharts 9.3.3Mar-15Mar-16Mar-17Mar-18Mar-19Mar-20Mar-21Mar-22Mar-23Mar-24Mar-25

Estimated Other Fees and Expenses  

0%5%

Portfolio Withdrawal Rate  

0%9%

Defer Withdrawals  

0 yrs9 yrs

Withdrawal Base Growth Rate  

0%8%

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.

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Investing for short periods makes losses more likely. The variable annuities and life insurance contracts that use the series' funds contain certain fees and expenses not reflected here. Prices and returns will vary, so investors may lose money. If such fees and expenses had been deducted, results would have been lower. For results reflecting contract-level fees and expenses, contact the insurance company that issues your contract or visit its website. View annuity expense ratios and returns.
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 American Funds Insurance Series prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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.
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.
Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
When applicable, results reflect fee waivers and/or expense reimbursements, without which they would have been lower and net expenses higher. Read details about how waivers and/or reimbursements affect the results for each fund. View results and yields without fee waiver and/or expense reimbursement.
For the American Funds Insurance Series - The Bond Fund of America share class(es) listed below, the investment adviser has agreed to waive a portion of the management fee through the date(s) listed below, without which results would have been lower and net expenses higher.
  • Class 1 shares (expiration: 5/1/2025)
The fund's board may elect at its discretion to extend, modify or terminate the waiver as of any noted expiration date. Please refer to the fund's most recent prospectus for details.
1
When applicable, returns for less than one year are not annualized, but calculated as cumulative total returns.
2
Expense ratios are as of each fund's prospectus/characteristics statement available at the time of publication.
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.
American Funds Insurance Series serves as an underlying investment option for multiple insurance products, including variable annuity contracts and variable life insurance policies. Availability of funds will vary based on the insurance contract offered.
Capital Client Group, Inc.
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.