Page 356 - DCAC February 2024 Files

28.0
24.0
20.0
(5 YEARS*)
16.0
12.0
RISK VS. RETURN
8.0
8.0
4.0
0.0
16.0
20.0
24.0
12.0
Return (%)
PEER GROUP ANALYSIS - IM U.S. Large Cap Growth Equity (MF)
1 Risk (Standard Deviation %) 10 7 5 3 Years Years Years Years Year Standard Return Deviation (62) 12.20 (80) 14.04 (73) 15.27 (65) 4.62 (71) 37.65 20.18 15.27 American Funds Growth Fund   (29) 13.35 (52) 15.26 (56) 16.23 (37) 6.61 (90) 30.03 19.95 16.23 S&P 500 Growth   20.65 16.40 Median 12.59 15.32 16.40 5.70 40.78  2016 20
(71) (90) 2022 -30.49 -29.41 -31.30 3 Years Ending Dec-2023 4.62 6.61 5.70
Year To Date 37.65 30.03 40.78
(39) (98)
Last Quarter 14.38 10.09 14.07 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
American Funds Growth Fund S&P 500 Growth American Funds Growth Fund S&P 500 Growth American Funds Growth Fund S&P 500 Growth
65.0 50.0 35.0 20.0 5.0 -10.0 -25.0 IM U.S. Large Cap Growth Equity (MF) Median IM U.S. Large Cap Growth Equity (MF) Median
American Funds Growth Fund 12/31/23
Return
    Median
Group/American Funds Capital 05/01/2009 Team Managed $40,756 Million *If less than 5 years, data is since inception of fund share class.

FUND INFORMATION Fund Family : Fund Inception : Portfolio Manager : Total Assets : 31% Turnover : Investment Strategy: American Funds Growth Portfolio fund of funds seeks to help investors pursue longer term goals through exposure to a diverse mix of stocks of companies with strong growth potential. The strategy maintains exposure to more than 1,200 companies in more than 40 countries, offering a broad spectr