Available Strategies
Model Name
Category
Asset Type
Subscription Fee*
American Funds Global Growth Model Portfolio
Aggressive
Mutual Funds
5 bps
American Funds Growth Model Portfolio
Aggressive
Mutual Funds
5 bps
American Funds Conservative Income Model Portfolio
Conservative Income
Mutual Funds
5 bps
American Funds Preservation Model Portfolio
Conservative Income
Mutual Funds
5 bps
American Funds Retirement Income - Conservative
Conservative Income
Mutual Funds
5 bps
American Funds Tax-Exempt Preservation Model Portfolio
Conservative Income
Mutual Funds
5 bps
American Funds Growth & Income Model Portfolio
Growth
Mutual Funds
5 bps
American Funds Tax-Aware Conservative Growth & Income Model Portfolio
Growth
Mutual Funds
5 bps
American Funds Moderate Growth and Income Model Portfolio
Growth & Income
Mutual Funds
5 bps
American Funds Moderate Growth Model Portfolio
Growth & Income
Mutual Funds
5 bps
American Funds Retirement Income - Enhanced Model Portfolio
Growth & Income
Mutual Funds
5 bps
American Funds Retirement Income - Moderate
Growth & Income
Mutual Funds
5 bps
American Funds Conservative Growth and Income Model Portfolio
Growth & Income
Mutual Funds
5 bps
American Funds Tax-Aware Conservative Income Model Portfolio
Income
Mutual Funds
5 bps
American Funds Tax-Aware Growth and Income Model Portfolio
Income & Growth
Mutual Funds
5 bps
American Funds Tax-Aware Moderate Growth and Income Model Portfolio
Growth
Mutual Funds
5 bps
American Funds Tax-Aware Moderate Income Model Portfolio
Income
Mutual Funds
5 bps
Capital Group Global Equity SMA
Growth
Equity
40 bps
Capital Group Global Growth SMA
Growth
Equity
40 bps
Capital Group International Equity SMA
Growth
Equity
40 bps
Capital Group International Growth SMA
Growth
Equity
40 bps
Capital Group World Dividend Growth SMA
Growth and Income
Equity
40 bps
Capital Group US Equity SMA
Growth
Equity
33 bps
Capital Group US Growth SMA
Growth
Equity
33 bps
Capital Group US Core SMA
Growth and Income
Equity
33 bps
Capital Group US Income and Growth SMA
Income and Growth
Equity
33 bps
*The subscription fee refers only to the fee that the manager charges for access to their strategies. It does not include the Arete platform fee, internal expenses for underlying holdings, trading costs, or any other type of expense.