Managers & Models

Capital Group/American Funds

For 91 years, Capital Group has been helping people take control of their financial futures by staying true to its core beliefs, its approach to investing and its commitment to community. Today, it is one of the world's largest investment management organizations, managing $2.2 trillion.*

The Capital Group system prioritizes seeking superior and repeatable fund performance results, and each of the American Funds has multiple managers instead of one. It believes that investing this way not only can diminish risk, but it also powers each fund with a more diverse mix of experienced investment professionals.

When Capital Group invests in companies, it wants to know the companies from break room to boardroom, so its research is deeper than just numbers. Year after year, it gets to know the people who make the company work. It also believes that time matters more than timing, and it takes a long-term perspective in every aspect of its business.

American Funds Models

American Funds models are structured by beginning with investor goals, then determining which mix of objectives may help them reach those goals. Each model is constructed with a group of mutual funds and using a distinctive framework that it believes will help drive long-term results.

Freedom Advisors offers 17 American Funds mutual fund models on its platform in five distinct categories:

Growth: Seek long-term growth of capital through global companies with strong growth potential:

• American Funds Global Growth Model Portfolio
• American Funds Growth Model Portfolio
• American Funds Moderate Growth Model Portfolio

Growth and Income: Seek long-term growth of capital through equities, with a secondary goal of current income via dividend-paying equities and fixed-income securities:

• American Funds Growth and Income Model Portfolio
• American Funds Moderate Growth and Income Model Portfolio
• American Funds Conservative Growth and Income Model Portfolio

Income: Seek current income, long-term growth of capital and conservation of capital, with an emphasis on income and growth of capital to support sustained, inflation-adjusted withdrawals:

• American Funds Retirement Income Model Portfolio – Conservative
• American Funds Retirement Income Model Portfolio – Enhanced
• American Funds Retirement Income Model Portfolio – Moderate

Preservation and Income: Seek current income and preservation of capital primarily through a diversified portfolio of quality fixed-income securities and dividend-paying equities:

• American Funds Preservation Model Portfolio
• American Funds Conservative Income Model Portfolio

Tax-Aware: Seek long-term growth of capital through equities with a secondary objective of current income through dividend-paying equities and tax-exempt fixed-income securities.

• American Funds Tax-Aware Conservative Growth and Income Model Portfolio
• American Funds Tax-Aware Conservative Income 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 Moderate Income Model Portfolio
• American Funds Tax-Exempt Preservation Model Portfolio