American Funds – (DCIO)

Firm Profile

For more than 40 years, American Funds has offered advisors and plan sponsors thoughtful approaches to meet their participants’ retirement needs. Our time-tested approach and history of providing low-cost, actively managed solutions can help optimize participant outcomes at every stage of the investment life cycle.

KEY CONTACTS
(800) 421-9900

WEBSITE
www.americanfunds.com

PRIMARY MARKET(S) SERVED
Small ($1-$10 million)
Mid ($10-$100 million)
Large ($100-$250 million)
Mega (>$250 million)

TOTAL AUM ($MM)
As of 6/30/15: $1,224,951MM
As of 12/31/14: $1,186,553MM
As of 12/31/13: $1,123,115MM

TOTAL DCIO ASSETS ($MM)
As of 6/30/15: $283,654MM
As of 12/31/14: $272,891MM
As of 12/31/13: $265,406MM

DCIO ASSETS BREAKDOWN (%)
Mutual funds: 99% Separate accounts: 1%

ASSET ALLOCATION FUNDS
• Target Date: American Funds Target Date Retirement Series
• Target Risk: American Funds Portfolio Series
• Balanced: American Balanced Fund &
American Funds Global Balanced Fund
• Retirement Income: American Funds Retirement Income Portfolio Series

TOP 5 FUNDS BY DC ASSETS
1. Growth Fund of America: $143,406 MM
2. EuroPacifi c Growth Fund: $123,344 MM
3. American Balanced Fund: $81,556 MM
4. Washington Mutual Investors Fund: $74,180 MM
5. Fundamental Investors: $70,926 MM

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors and institutional,
compliance support, target-date evaluation tools, investment committee
meetings, experienced DC specialists, practice building and management

NO. OF EXTERNAL WHOLESALERS (DC/Retail): 58/92