More focus for the future
SEI Strategies featuring the American Funds.
new to the family
Request more information.
Independent Advisor Solutions by SEI supports you with investment choices, exceptional service, and a keen understanding of the independent advisor business.
To learn more about the SEI Strategies featuring the American Funds® and Independent Advisor Solutions, call 888-734-2679.
SEI Investments Management Corporation (SIMC) is the manager of the SEI American Funds Strategies. As such, SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. Please see SIMC’s Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule.
American Funds are offered by American Funds Distributors, Inc., member FINRA. The SEI Daily Income Trust (SDIT) Government Fund is offered by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company (SEI). Neither your financial advisor, SEI, nor its subsidiaries is affiliated with American Funds Distributors, Inc. or Capital Group. Independent Advisor Solutions by SEI is a strategic business unit of SEI.
Consider the Strategies’ investment objectives, risks, charges and expenses carefully before investing. The Strategies invest in funds to obtain the desired exposure to an asset class. A copy of each fund’s prospectus is available upon request. The prospectus includes information concerning each fund’s investment objective, strategies and risks. Capital Group ETFs are actively managed and do not seek to replicate a specific index.
Investing involves risk, including possible loss of principal. There can be no assurance goals will be met nor that risk management can be successful. Diversification may not protect against market risk. Holdings are subject to change. Bonds and bond funds will decrease in value as interest rates rise. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations.
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Important Information
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Belief in the value of financial advice and strength of strategic partnerships to serve independent advisors and their clients
SEI & Capital Group
The complete SEI strategies featuring the American Funds®
Flexibility for a range of client goals
Stability-Focused
Growth-Focused
Growth-Focused
Stability-Focused
Designed for investors looking to build long-term wealth
Equity Strategy
Stability-Focused
Designed to help investors preserve the wealth they’ve accumulated
Growth-Focused
For the client who says...
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
SEI Fixed Income Strategy with American Funds®
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
55% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
29% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
5% American Funds Emerging Markets Bond Fund®
5% American High-Income Trust®
SEI U.S. Focused Fixed Income Strategy with American Funds®
29% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
5% American High-Income Trust®
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
SEI Conservative Growth & Income Strategy with American Funds®
40% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
23% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
5.5% American Funds Emerging Markets Bond Fund®
5.5% American High-Income Trust®
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
5.25% The Growth Fund of America®
5.25% Washington Mutual Investors Fund®
6.5% EuroPacific Growth Fund®
3% SMALLCAP World Fund®
SEI U.S. Focused Conservative Growth & Income Strategy with American Funds®
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
SEI moderate growth & Income Strategy with American Funds®
36.5% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
6% SMALLCAP World Fund®
13% EuroPacific Growth Fund®
10.5% Washington Mutual Investors Fund
10.5% The Growth Fund of America®
3.75% American Funds Emerging Markets Bond Fund®
3.75% American High-Income Trust®
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
SEI U.S. FOCUSED moderate growth & Income Strategy with American Funds®
SEI Strategies featuring the American Funds
Built specifically for independent advisors who leverage the SEI Wealth Platform
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Pair an experienced investment provider with unique SEI capabilities, including investment oversight, in-kind transfers, transparency in investing, active tax management, and the flexibility to combine with other strategies.
WHY AMERICAN FUNDS BY CAPITAL GROUP?
One of the most recognized names in the mutual fund landscape
An investment philosophy rooted in a long-term perspective
Low-cost access to a diverse range of funds using American Funds® by Capital Group® and Capital Group® ETFs
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A goal-oriented wealth management approach and long-term investment perspective
Rigorous, disciplined, and process-oriented investment oversight
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A shared mission to leverage the tenured industry experience, market leadership, and innovation of both companies to help investors reach their goals
Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Narrowly focused investments and smaller companies typically exhibit higher volatility. Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax. Certain other income, as well as capital gain distributions, may be taxable.
This information should not be relied upon by the reader as research or investment advice regarding the portfolios or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security.
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.
Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
SEI growth & Income Strategy with American Funds®
29% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America
5% American Funds Inflation Linked Bond Fund®
9% SMALLCAP World Fund®
15% EuroPacific Growth Fund®
15.75% Washington Mutual Investors Fund
15.75% The Growth Fund of America®
2.5% American Funds Emerging Markets Bond Fund®
2.5% American High-Income Trust®
SEI U.S. FOCUSED growth & Income Strategy with American Funds®
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
3.25% American Funds International Vantage Fund
1.25% American Funds Developing World Growth and Income Fund
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
SEI capital growth Strategy with American Funds®
15% The Bond Fund of America
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America
5% American Funds Inflation Linked Bond Fund
12% SMALLCAP World Fund®
20% EuroPacific Growth Fund®
4.5% American Funds International Vantage Fund
21% The Growth Fund of America®
2% American Funds Emerging Markets Bond Fund®
2% American High-Income Trust®
SEI U.S. FOCUSED capital growth Strategy with American Funds®
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
SEI equity Strategy with American Funds®
15% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund
15% SMALLCAP World Fund®
25% EuroPacific Growth Fund®
2% American Funds Developing World Growth and Income Fund
5.5% American Funds International Vantage Fund
2% American Funds Emerging Markets Bond Fund
2% American High-Income Trust
SEI U.S. FOCUSED equity Strategy with American Funds®
I am focused on growing my assets, and I’m comfortable with exposure to risk.
SEI strategies with the American Funds®
Capital Growth Strategy
SEI U.S. focused strategies with the American Funds®
1% SDIT Government Fund (Sweep Class)
57.5% The Bond Fund of America®
42.75% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
23% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
3% SMALLCAP World Fund®
13% EuroPacific Growth Fund
5.5% Washington Mutual Investors Fund®
3% The Growth Fund of America®
8.25% American High-Income Trust®
4.25% AMCAP Fund®
4.25% The Investment Company of America®
38.5% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
6% SMALLCAP World Fund®
13% EuroPacific Growth Fund
11% Washington Mutual Investors Fund
8.5% AMCAP Fund®
8.5% The Investment Company of America®
6% The Growth Fund of America®
5.5% American High-Income Trust®
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30.25% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
9% SMALLCAP World Fund®
13% EuroPacific Growth Fund
16.5% Washington Mutual Investors Fund
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12.75% AMCAP Fund®
12.75% The Investment Company of America®
9% The Growth Fund of America®
3.75% American Funds Emerging Markets Bond Fund
3.75% American High-Income Trust®
21% Washington Mutual Investors Fund
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1.5% American Funds Developing World Growth and Income Fund
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16% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
12% SMALLCAP World Fund®
13% EuroPacific Growth Fund
22% Washington Mutual Investors Fund
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17% AMCAP Fund®
17% The Investment Company of America®
12% The Growth Fund of America®
3% American High-Income Trust®
25.75% Washington Mutual Investors Fund
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16% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
15% SMALLCAP World Fund®
13% EuroPacific Growth Fund
27.25% Washington Mutual Investors Fund
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21% AMCAP Fund®
21% The Investment Company of America®
14.75% The Growth Fund of America®
3.75% American Funds Emerging Markets Bond Fund
3% American High-Income Trust®
I’d like to generate income while preserving the wealth I’ve accumulated.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’d like to generate income while preserving the wealth I’ve accumulated.
Better together.
SEI & Capital Group
Better together.
SEI & Capital Group
Better together.
SEI & Capital Group
Better together.
Growth & Income Strategy
25.75% The Growth Fund of America®
U.S. Focused Equity Strategy
U.S. Focused Capital Growth Strategy
U.S. Focused Growth & Income Strategy
Diversified strategies featuring Capital Group® ETFs to support tax efficiency
Control exposure by
choosing between global- or
U.S.-focused funds
Personalize portfolios with an investment selection ranging across the growth-stability spectrum
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SEI Strategies featuring the American Funds® combine
American Funds® by Capital Group® and Capital Group®
ETFs with SEI’s disciplined investment approach.
The result? More flexibility in choosing investments that align with your goals.
SEI Tax-Sensitive Strategies
with the American Funds
SEI tax-sensitive strategies with the American Funds®
Tax-Sensitive Equity Strategy
Tax-Sensitive Capital Growth Strategy
Tax-Sensitive Growth & Income Strategy
SEI U.S. focused tax-sensitive strategies with the American Funds®
U.S. Focused Tax-Sensitive Equity Strategy
U.S. Focused Tax-Sensitive Capital Growth Strategy
U.S. Focused Tax-Sensitive Growth & Income Strategy
SEI strategies with the American Funds®
Moderate Growth & Income Strategy
Conservative Growth & Income Strategy
Fixed Income Strategy
SEI U.S. focused strategies with the American Funds®
SEI tax-sensitive strategies with the American Funds®
SEI U.S. focused tax-sensitive strategies with the American Funds®
U.S. Focused Tax-Sensitive Moderate Growth
& Income Strategy
U.S. Focused Tax-Sensitive Conservative Growth
& Income Strategy
U.S. Focused Tax-Sensitive Fixed Income Strategy
Tax-Sensitive Moderate Growth & Income Strategy
Tax-Sensitive Conservative Growth & Income Strategy
Tax-Sensitive Fixed Income Strategy
U.S. Focused Moderate Growth & Income Strategy
U.S. Focused Conservative Growth & Income Strategy
U.S. Focused Fixed Income Strategy
Tax-Sensitive Strategies
Standard Strategies
Standard Strategies
Tax-Sensitive Strategies
view now
I’d like to generate income while preserving the wealth I’ve accumulated.
SEI TAX-SENSITIVE Fixed Income Strategy with American Funds®
60% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
29% American Funds Tax-Exempt Short-Term Bond Fund®
SEI U.S. Focused TAX-SENSITIVE Fixed Income Strategy with American Funds®
29% American Funds Short-Term Tax-Exempt Bond Fund®
1% SDIT Government Fund (Sweep Class)
7.5% American High-Income Municipal Bond Fund®
62.5% The Tax-Exempt Bond Fund of America®
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
SEI TAX-SENSITIVE Conservative Growth & Income Strategy with American Funds®
40% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
23% American Funds Short-Term Tax-Exempt Bond Fund®
2.25% Capital Group Core Equity ETF
3% SMALLCAP World Fund®
3.25% American Funds Emerging Markets Bond Fund®
SEI U.S. Focused TAX-SENSITIVE Conservative Growth & Income Strategy with American Funds®
47.75% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
23% American Funds Short-Term Tax-Exempt Bond Fund®
3% SMALLCAP World Fund SFCWX®
5.75% Capital Group Dividend Value ETF
5.75% Capital Group Growth ETF
5.5% Capital Group Core Equity ETF
8.25% American High-Income Municipal Bond Fund®
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
SEI TAX-SENSITIVE moderate growth & Income Strategy with American Funds®
SEI U.S. FOCUSED TAX-SENSITIVE moderate growth & Income Strategy with American Funds®
43.5% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% American Funds Short-Term Tax-Exempt Bond Fund®
5% American Funds Inflation Linked Bond Fund®
6% SMALLCAP World Fund®
13% EuroPacific Growth Fund
11% Capital Group Core Equity ETF
11.5% Capital Group Dividend Value ETF
11.5% Capital Group Growth ETF
5.5% American High-Income Municipal Bond Fund®
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
SEI TAX-SENSITIVE growth & Income Strategy with American Funds®
SEI U.S. FOCUSED TAX-SENSITIVE growth & Income Strategy with American Funds®
35.25% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
9% SMALLCAP World Fund®
16.5% Capital Group Core Equity ETF
3.75% American Funds Emerging Markets Bond Fund
3.75% American High-Income Municipal Bond Fund®
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
SEI TAX-SENSITIVE capital growth Strategy with American Funds®
15% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America
12% SMALLCAP World Fund®
11% Capital Group Core Equity ETF
1.25% American Funds Emerging Markets Bond Fund®
2.75% American High-Income Municipal Bond Fund®
SEI U.S. FOCUSED TAX-SENSITIVE capital growth Strategy with American Funds®
16% The Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% Short-Term Bond Fund of America®
5% American Funds Inflation Linked Bond Fund®
12% SMALLCAP World Fund®
13% EuroPacific Growth Fund
22% Washington Mutual Investors Fund
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17% AMCAP Fund®
17% The Investment Company of America®
12% The Growth Fund of America®
3.75% American Funds Emerging Markets Bond Fund
3% American High-Income Trust®
Allocations as of 3/31/2022. Allocations are subject to change.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
SEI Tax-Sensitive Equity Strategy with American Funds®
13% Capital Group Core Equity ETF
1% SDIT Government Fund (Sweep Class)
17% SMALLCAP World Fund®
SEI U.S. focused Tax-Sensitive Equity Strategy with American Funds®
1% SDIT Government Fund (Sweep Class)
15% SMALLCAP World Fund®
Allocations as of 3/31/2022. Allocations are subject to change.
3% American Funds Emerging Markets Bond Fund®
7% American High-Income Municipal Bond Fund®
3% Capital Group Dividend Value ETF
3% Capital Group Growth ETF
4.5% Capital Group International Focus Equity ETF
4.25% Capital Group Global Growth Equity ETF
41.5% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% American Funds Short-Term Tax-Exempt Bond Fund®
5% American Funds Inflation Linked Bond Fund®
9% Capital Group International Focus Equity ETF
6.0% SMALLCAP World Fund®
8% Capital Group Global Growth Equity ETF
5.5% Capital Group Core Equity ETF
2.25% American Funds Emerging Markets Bond Fund®
5.25% American High-Income Municipal Bond Fund®
5.75% Capital Group Dividend Value ETF
5.75% Capital Group Growth ETF
34% The Tax-Exempt Bond Fund of America®
1% SDIT Government Fund (Sweep Class)
10% American Funds Short-Term Tax-Exempt Bond Fund®
5% American Funds Inflation Linked Bond Fund®
14% Capital Group International Focus Equity ETF
9% SMALLCAP World Fund®
12% Capital Group Global Growth Equity
8% Capital Group Core Equity ETF
8.5% Capital Group Dividend Value ETF
8.5% Capital Group Growth ETF
1.5% American Funds Emerging Markets Bond Fund®
3.5% American High-Income Municipal Bond Fund®
17.25% Capital Group Dividend Value ETF
17.25% Capital Group Growth ETF
11.5% Capital Group Dividend Value ETF
11.5% Capital Group Growth ETF
18% Capital Group International Focus Equity ETF
16% Capital Group Global Growth Equity
Seeks to provide long-term capital appreciation and, to a lesser extent, current income through limited participation in fixed-income markets, substantially allocating assets to equity funds and, to a lesser extent, fixed-income funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
Seeks to provide long-term growth of capital through a diversified global equity strategy with a strategic allocation to equity funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
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13.75% Capital Group Dividend Value ETF
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13.75% Capital Group Growth ETF
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22% Capital Group International Focus Equity ETF
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19.5% Capital Group Global Growth Equity ETF
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28% Capital Group Core Equity ETF
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28% Capital Group Dividend Value ETF
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28% Capital Group Growth ETF
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Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide current income with the opportunity for long-term growth of capital, allocating assets to equity funds and, to a lesser extent, fixed-income funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
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Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide current income and the opportunity for long-term capital growth through modest participation in the U.S. and international equity markets, allocating assets to fixed-income funds and, to a lesser extent, equity funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide a high level of current income and the opportunity for long-term capital growth through limited participation in the U.S. and international equity markets, substantially allocating assets to fixed-income funds and, to a lesser extent, equity funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
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Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide a high level of current income and continuity of income, with a strategic allocation to fixed-income funds.
I’d like to generate income while preserving the wealth I’ve accumulated.
I’m looking for a way to generate income but still grow my assets without much exposure to risk.
I’d like to generate income while growing my assets. I’m willing to have some exposure to risk.
I’m willing to have a moderate risk exposure to balance generating income and growing my assets over time.
I am focused on growing my assets, and I’m comfortable with exposure to risk.
My primary objective is to maximize the growth of my assets, and I’m comfortable with taking risk to do so.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide a high level of current income and continuity of income with a strategic allocation to fixed-income funds.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide a high level of current income and the opportunity for long-term capital growth through limited participation in the U.S. and international equity markets, substantially allocating assets to fixed-income funds and, to a lesser extent, equity funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide current income and the opportunity for long-term capital growth through modest participation in the U.S. and international equity markets, allocating assets to fixed-income funds and, to a lesser extent, equity funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide current income with the opportunity for long-term growth of capital, allocating assets to equity funds and, to a lesser extent, fixed-income funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide long-term capital appreciation and, to a lesser extent, current income through limited participation in fixed-income markets, substantially allocating assets to equity funds and, to a lesser extent, fixed-income funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
Allocations as of 3/31/2022. Allocations are subject to change.
Seeks to provide long-term growth of capital through a diversified global equity strategy with a strategic allocation to equity funds. Featuring Capital Group® active transparent ETFs designed to serve the core of investor portfolios.
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