Description

This fund is designed to achieve a blend of capital appreciation, income generation, and the preservation of invested capital. Its investment approach is dynamic, gradually increasing its allocation to more conservative asset classes, specifically fixed income, equity-income, and balanced funds, as it nears and subsequently passes its designated target retirement year. The advisor executes this strategy by constructing a portfolio comprised of various underlying funds from the American Funds family, utilizing diverse combinations and weightings. These underlying American Funds represent a wide array of investment categories, including those focused on growth, growth-and-income, equity-income, balanced strategies, and various fixed income instruments, each selected for its distinct investment objectives.