Page 348 - DCAC February 2024 Files

24.0
20.0
16.0
(5 YEARS*)
12.0
8.0
RISK VS. RETURN
4.0
12.0
9.0
6.0
18.0
21.0
15.0
Return (% )
1 Risk (Standard Deviation %) 10 7 5 3 Years Years Years Years Year Standard Return (62) 10.66 (76) 11.71 (82) 13.51 (53) 8.71 (42) Deviation (13) 12.03 (26) 13.42 (25) 15.69 (25) 10.00 (37) 18.21 13.51 American Funds Fundamental Inv   18.37 15.69 S&P 500 Index   18.29 14.61 Median 10.94 12.52 14.61 8.83  2016 2017 2018 2019 2
25.88 26.29 24.85 (30) (45)
PEER GROUP ANALYSIS - IM U.S. Large Cap Core Equity (MF)
(42) (37) 2022 3 Years Ending Dec-2023 (53) (25)
Year To Date 25.88 26.29 24.85 -16.67 -18.11 -18.72 8.71 10.00 8.83
Last Quarter (11) 13.33 (51) 11.69 11.70 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
American Funds Fundamental Inv S&P 500 Index American Funds Fundamental Inv IM U.S. Large Cap Core Equity (MF) Median American Funds Fundamental Inv IM U.S. Large Cap Core Equity (MF) Median
44.0 36.0 28.0 20.0 Return 12.0 4.0 -4.0 ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
American Funds Fundamental Inv 12/31/23
    Median S&P 500 Index S&P 500 Index
Group/American Funds Capital 08/01/1978 Team Managed $65,454 Million *If less than 5 years, data is since inception of fund share class.

FUND INFORMATION Fund Family : Fund Inception : Portfolio Manager : Total Assets : 27% Turnover : Investment Strategy: Using principles of fundamental analysis, the fund’s management seeks undervalued, overlooked, and out-of- favor stocks with the potential for long- term growth. Companies under consideration for the portfolio often have strong balance sheets, high- quality products and leading market share.