This fund of funds offers exposure to a mix of global
American Funds Balanced PortfolioSM Fiscal Year-End Summary: 10/31/16 American Funds Portfolio SeriesSM Balance Fund
This fund of funds offers exposure to a mix of global stocks and bonds that can temper the impact of volatility on an overall portfolio. Ticker symbols: A shares: BLPAX
C shares: BLPCX
F-1 shares: BLPFX
F-2 shares: BLPEX
Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, results shown are at net asset value with all distributions reinvested. If the maximum 5.75% Class A sales charge had been deducted, results would have been lower. For current information and month-end results, visit americanfunds.com.
Created by American Funds
Fund Description
For Investors Who ...
A group of portfolio managers relied on their in-depth understanding of the fund’s objectives and a rigorous analysis of key statistics to create this portfolio fund.
With exposure to more than 630 companies and 850 issuers (as of 10/31/16) and in 59 countries (as of 12/31/16), this fund of funds provides a broadly diversified investment program to help investors pursue their long-term goals. • Combines exposure to dividend-paying companies in the United States with broadly diversified bonds • Balances exposure to U.S. holdings with global investments in multinationals and dividend payers
• Seek a single, broadly diversified fund with exposure to stocks and bonds all over the world. • Want a core investment of actively managed funds for their retirement or long-term savings plans. • Would like to invest in a diversified global mix of stocks and bonds from a manager experienced in global investing.
20%
New Perspective Fund®
10%
Capital World Growth and Income Fund®
10%
Washington Mutual Investors FundSM
20%
American Balanced Fund®
20%
American Funds Global Balanced FundSM
20%
The Bond Fund of America®
Underlying fund allocations are as of 9/30/16. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee’s discretion and will evolve over time. Underlying funds may be added or removed during the year.
American Funds Portfolio Oversight Committee Balanced Portfolio is actively monitored by a Portfolio Oversight Committee — a group of senior investment professionals with varied backgrounds and approaches, and decades of industry experience. They will regularly review the Portfolio Series fund’s results and holdings to keep it aligned with its objectives.
Alan Berro 31 years
Jody Jonsson 28 years
Jim Lovelace 35 years
Wesley Phoa 23 years
John Smet 35 years
Andrew Suzman 23 years
Brad Vogt 29 years
Years of investment experience as of the prospectus dated 1/1/17
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Asset Mix
at 10/31/16
U.S. stocks Non-U.S. stocks U.S. bonds Non-U.S. bonds Cash & equivalents1
Top Five Industry Holdings Oil, gas & consumable fuels Pharmaceuticals Semiconductors & semiconductor equipment Banks Tobacco
38.6% 22.3 26.4 7.3 5.4
at 9/30/16 4.6% 3.7
Top Five Sectors
at 9/30/16
Information technology Consumer discretionary Health care Consumer staples Financials
10.2% 8.8 7.8 7.1 6.8
30-Day SEC Yield 1.47% The fund’s yield as of 11/30/16 is calculated in accordance with the SEC formula.
Lifetime Results of a Hypothetical $10,000 Investment (5/18/12–10/31/16) $25,000
Expense ratios2
3.2
Fund
0.70%
3.1 2.6
Industry average
1.13%
$14,754 9.1% average annual total return
The fund is actively managed, so holdings change.
10,000 8,000
Fiscal years ended 10/31 13
14
15
16
8.6
17.3
8.9
2.8
3.5
1 year: –0.13%
5 years: —
Lifetime (since 5/18/12): 7.62%
Expense ratio: 0.73%
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. If used after 3/31/17, this sheet must be accompanied by a current American Funds quarterly statistical update. Investment allocations may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The fund’s risks are directly related to the risks of the underlying funds, as described below. Investing outside the United States involves risks such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. The return of principal for bond funds is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect expense reimbursements, without which results would have been lower. Please see americanfunds.com for more information. Expense ratios are as of the fund’s prospectus available at the time of publication and include the weighted average expenses of the underlying funds. 1
Cash and equivalents includes short-term securities, accrued income and other assets less liabilities.
2
Source for industry average is Lipper Balanced Funds Average, based on front-end load funds of funds, including the weighted average expenses of the underlying funds. The industry expense ratio is for the most recent fiscal year-ends available as of 9/30/16. The expense ratios do not reflect sales charges.
3
For the period 5/18/12 (the fund’s inception date) to 10/31/12
Lit. No. MFGESSX-050-1216P Litho in USA
Average annual total returns for periods ended 12/31/16 after payment of the 5.75% maximum up-front sales charge for Class A shares:
CGD/ALD/10176-S57763 © 2017 American Funds Distributors, Inc.
Printed on recycled paper
Fund (%)
123
This fund of funds offers exposure to a mix of global stocks and bonds that can temper the impact of volatility on an overall portfolio. Ticker symbols: A shares: BLPAX
C shares: BLPCX
F-1 shares: BLPFX
F-2 shares: BLPEX
Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, results shown are at net asset value with all distributions reinvested. If the maximum 5.75% Class A sales charge had been deducted, results would have been lower. For current information and month-end results, visit americanfunds.com.
Created by American Funds
Fund Description
For Investors Who ...
A group of portfolio managers relied on their in-depth understanding of the fund’s objectives and a rigorous analysis of key statistics to create this portfolio fund.
With exposure to more than 630 companies and 850 issuers (as of 10/31/16) and in 59 countries (as of 12/31/16), this fund of funds provides a broadly diversified investment program to help investors pursue their long-term goals. • Combines exposure to dividend-paying companies in the United States with broadly diversified bonds • Balances exposure to U.S. holdings with global investments in multinationals and dividend payers
• Seek a single, broadly diversified fund with exposure to stocks and bonds all over the world. • Want a core investment of actively managed funds for their retirement or long-term savings plans. • Would like to invest in a diversified global mix of stocks and bonds from a manager experienced in global investing.
20%
New Perspective Fund®
10%
Capital World Growth and Income Fund®
10%
Washington Mutual Investors FundSM
20%
American Balanced Fund®
20%
American Funds Global Balanced FundSM
20%
The Bond Fund of America®
Underlying fund allocations are as of 9/30/16. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee’s discretion and will evolve over time. Underlying funds may be added or removed during the year.
American Funds Portfolio Oversight Committee Balanced Portfolio is actively monitored by a Portfolio Oversight Committee — a group of senior investment professionals with varied backgrounds and approaches, and decades of industry experience. They will regularly review the Portfolio Series fund’s results and holdings to keep it aligned with its objectives.
Alan Berro 31 years
Jody Jonsson 28 years
Jim Lovelace 35 years
Wesley Phoa 23 years
John Smet 35 years
Andrew Suzman 23 years
Brad Vogt 29 years
Years of investment experience as of the prospectus dated 1/1/17
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Asset Mix
at 10/31/16
U.S. stocks Non-U.S. stocks U.S. bonds Non-U.S. bonds Cash & equivalents1
Top Five Industry Holdings Oil, gas & consumable fuels Pharmaceuticals Semiconductors & semiconductor equipment Banks Tobacco
38.6% 22.3 26.4 7.3 5.4
at 9/30/16 4.6% 3.7
Top Five Sectors
at 9/30/16
Information technology Consumer discretionary Health care Consumer staples Financials
10.2% 8.8 7.8 7.1 6.8
30-Day SEC Yield 1.47% The fund’s yield as of 11/30/16 is calculated in accordance with the SEC formula.
Lifetime Results of a Hypothetical $10,000 Investment (5/18/12–10/31/16) $25,000
Expense ratios2
3.2
Fund
0.70%
3.1 2.6
Industry average
1.13%
$14,754 9.1% average annual total return
The fund is actively managed, so holdings change.
10,000 8,000
Fiscal years ended 10/31 13
14
15
16
8.6
17.3
8.9
2.8
3.5
1 year: –0.13%
5 years: —
Lifetime (since 5/18/12): 7.62%
Expense ratio: 0.73%
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. If used after 3/31/17, this sheet must be accompanied by a current American Funds quarterly statistical update. Investment allocations may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The fund’s risks are directly related to the risks of the underlying funds, as described below. Investing outside the United States involves risks such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries. The return of principal for bond funds is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect expense reimbursements, without which results would have been lower. Please see americanfunds.com for more information. Expense ratios are as of the fund’s prospectus available at the time of publication and include the weighted average expenses of the underlying funds. 1
Cash and equivalents includes short-term securities, accrued income and other assets less liabilities.
2
Source for industry average is Lipper Balanced Funds Average, based on front-end load funds of funds, including the weighted average expenses of the underlying funds. The industry expense ratio is for the most recent fiscal year-ends available as of 9/30/16. The expense ratios do not reflect sales charges.
3
For the period 5/18/12 (the fund’s inception date) to 10/31/12
Lit. No. MFGESSX-050-1216P Litho in USA
Average annual total returns for periods ended 12/31/16 after payment of the 5.75% maximum up-front sales charge for Class A shares:
CGD/ALD/10176-S57763 © 2017 American Funds Distributors, Inc.
Printed on recycled paper
Fund (%)
123
