American Funds IS® American Fds Mortg 1 Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income and preservation of capital. Normally at least 80% of the fund's assets are invested in mortgage-related securities, including securities collateralized by mortgage loans and contracts for future delivery of such securities (such as to be announced contracts and mortgage dollar rolls). The fund invests primarily in mortgage-related securities that are sponsored or guaranteed by the U.S. government.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
—	American Funds Insurance Series® American Funds Mortgage Fund Class 1	—	Open		—	May 2, 2011	$1.44M	0.310%	—	$0	−$16.88M
—	American Funds Insurance Series® American Funds Mortgage Fund Class 2	—	Open		—	May 2, 2011	$38.19M	0.560%	—	$0	−$3.79M
—	American Funds Insurance Series® American Funds Mortgage Fund Class 4	—	Open		—	Dec 14, 2012	$61.81M	0.810%	—	$0	$5.22M
—	American Funds Insurance Series® American Funds Mortgage Fund Class 1A	—	Open		—	Jan 6, 2017	$3.36M	0.560%	—	$0	$99,416.71

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