Page 325 - DCAC Feb 2026 Files

American Funds Fundamental Investor 12/31/25
FUND INFORMATION PEER GROUP ANALYSIS - Large Blend RISK VS. RETURN (5 YEARS*)
Fund Capital Group 36.0 18.0
Family:
Fund Inception: 05/01/2009
Portfolio Team Managed 28.0 15.0
Manager:
Total 161,927 Million
Assets: 20.0 12.0
Turnover 28.00 %
Firm and Management Return 12.0 Return (%)
Capital Group is a global asset 9.0
manager headquartered in Los
Angeles, California. The firm was 4.0
founded in 1931 and launched the
American Funds family of mutual funds 6.0
in 1934.
-4.0
Investment Strategy 3.0
American Funds employs a multi- 6.0 9.0 12.0 15.0 18.0 21.0
manager approach, where each -12.0
portfolio manager runs a sleeve of the Last Year 1 3 5 7 10 Risk (Standard Deviation %)
portfolio. This not only helps diversify Quarter To Date Year Years Years Years Years Standard
portfolios, but it also helps American ¢ £ American Funds Fundamental Investor 4.45 (9) 24.66 (4) 24.66 (4) 24.78 (7) 14.82 (14) 16.69 (35) 14.44 (22) Return Deviation
Funds avoid key person risk. American ˜  S&P 500 Index 2.66 (33) 17.88 (24) 17.88 (24) 23.01 (23) 14.42 (19) 17.29 (15) 14.82 (10) ¢ £ American Funds Fundamental Investor 14.82 14.76
Funds American Funds Fundamental ˜ 
Investor invests in a broad array of S&P 500 Index 14.42 14.98
global equities, with limited style Median 2.42 16.43 16.43 21.48 13.09 16.10 13.60 ¾ Median 13.09 14.98
constraints, Managers are given leeway
to invest in growth, deep-value stocks,
and quality dividend companies.
Additionally, the fund can invest up to CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
35% of its assets in non-U.S. 2024 2023 2022 2021 2020 2019 2018
companies. American Funds Fundamental Investor 23.43 (49) 26.26 (27) -16.40 (34) 22.88 (87) 15.30 (64) 28.02 (72) -6.33 (60)
Innovest Assessment S&P 500 Index 25.02 (25) 26.29 (26) -18.11 (48) 28.71 (21) 18.40 (39) 31.49 (25) -4.38 (24)
American Funds Fundamental Large Blend Median 23.22 24.61 -18.19 26.61 17.53 29.99 -5.63
Investor’s opportunistic mandate allows
managers to invest in broad range of
companies, but the portfolio tends to sit ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
in the large-cap core style box. Due to
3
3
3
3
3
3
3
its opportunistic and multi-manger Years Years Years Years Years Years Years
mandate, this strategy is expected to Ending Ending Ending Ending Ending Ending Ending
have lower volatility than many of its Dec-2025 Dec-2024 Dec-2023 Dec-2022 Dec-2021 Dec-2020 Dec-2019
peers. The fund may underperform American Funds Fundamental Investor 24.78 (7) 9.22 (21) 9.06 (47) 5.81 (80) 21.96 (80) 11.40 (66) 14.05 (50)
when markets are highly concentrated
due to its large number of holdings. S&P 500 Index 23.01 (23) 8.94 (24) 10.00 (24) 7.66 (30) 26.07 (23) 14.18 (27) 15.27 (19)
Large Blend Median 21.48 7.81 8.92 7.10 24.70 12.88 14.00
*If less than 5 years, data is since inception of fund share class.
40