Description

The fund aims for three main objectives: capital appreciation, income generation, and the preservation of capital. As it approaches and moves beyond its target date, the investment strategy shifts to allocate a greater share of assets to fixed-income, equity-income, and balanced funds. The advisor achieves these goals by constructing a portfolio from a diverse array of underlying American Funds, applying various combinations and weightings. These underlying funds encompass a broad range of categories—such as growth, growth-and-income, equity-income, balanced, and fixed-income funds—each selected to address distinct investment objectives.