Page 349 - DCAC February 2024 Files

24.0 (14) (20) (20)
Standard Deviation 18.21 18.37 18.29 2016 Ending (5)
20.0 12.54 11.96 9.70 3 Years Dec-2017 12.80 11.41 10.39

16.0 Return 13.51 15.69 14.61
(5 YEARS*) 12.0 8.0 Risk (Standard Deviation %) American Funds Fundamental Inv 2017 (27) 23.37 (45) 21.83 21.46 3 Years Ending Dec-2018 (26) 9.05 (19) 9.26 8.30

RISK VS. RETURN 21.0 18.0 15.0 Return (% ) 12.0 9.0 6.0 4.0   S&P 500 Index   Median  2018 (72) -6.60 (32) -4.38 -5.45 3 Years Ending Dec-2019 (66) 13.71 (33) 15.27 14.54

(62) (13) (81) (36) (81) (40)
10 Years 10.66 12.03 10.94 2019 27.60 31.49 30.70 3 Years Ending Dec-2020 11.06 14.18 13.59

(76) (26)
Years
7 11.71 13.42 12.52 (71) (50) (91) (37)
(82) (25) 2020 14.95 18.40 18.39 3 Years Ending Dec-2021 21.57 26.07 25.29
5 Years 13.51 15.69 14.61
(53) (25) (93) (25)
Years (87) (29)
3 8.71 10.00 8.83 2021 22.49 28.71 26.95 3 Years Ending Dec-2022
(42) (37) 5.47 7.66 6.96 44
25.88 26.29 24.85 (30) (45)
1 Year
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.