American Funds Asset Allocation
Historical Performance
Objective And Strategy
ObjectiveHigh total return (including income and capital gains) consistent with preservation of capital over the long term.
Strategy
The investment seeks high total return (including income and capital gains) consistent with preservation of capital over the long term. The fund varies its mix of equity securities, debt securities and money market instruments. The fund's investment adviser expects (but is not required) to maintain an investment mix falling within the following ranges: 40%-80% in equity securities, 20%-50% in debt securities and 0%-40% in money market instruments and cash. As of December 31, 2015, the fund was approximately 66% invested in equity securities, 24% invested in debt securities and 10% invested in money market instruments and cash.
Principle Risks
N/A
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Moderate Allocation12/2012