Investing is smart. Keeping it simple is even smarter. SM
A look at six fund opportunities
Smart investing can help tackle some of life’s big challenges
American Express has designed AXP Portfolio Builder Series with your
AXP Portfolio Builder investment needs in mind. AXP Portfolio Builder Series gives you access
to a team of experienced professionals to help you manage your
Series streamlines the
making process, providing Disciplined asset allocation
a clear plan for a The knowledgeable and experienced professionals on the American
Express Capital Markets Committee guide each portfolio’s asset
lifetime of asset allocation.
allocation to make these decisions.
It’s a series of six mutual
In a sense, it’s like having your own team of economists and portfolio
funds that offers you:
managers as you and your advisor strive to meet your financial goals.
■ Disciplined asset allocation Built-in diversification
■ Built-in diversification AXP Portfolio Builder Series provides access to domestic equity
investment styles and sectors, global and international equities and a
■ Convenient, efficient mix of bond sectors. The outlook of the Capital Markets Committee
decision-making helps guide allocations to individual investment categories.
Through investments in both American Express® Funds and American
Express® Partners Funds, AXP Portfolio Builder Series offers an
investment opportunity that capitalizes on the experience and resources
of many of the industry’s most respected firms.
Convenient, efficient decision-making
AXP Portfolio Builder Series:
■ Offers much less paperwork than building a portfolio fund by fund
■ Eliminates the need to manually reallocate your portfolio
Diversification helps you spread risk throughout your portfolio, so investments that
do poorly may be balanced by others that do relatively better. Diversification is not
a guarantee of overall portfolio profit.