Page 332 - DCAC Feb 2026 Files

American Funds Growth Fund 12/31/25
FUND INFORMATION PEER GROUP ANALYSIS - Large Growth RISK VS. RETURN (5 YEARS*)
Fund Capital Group 50.0 24.0
Family:
Fund Inception: 05/01/2009
Portfolio Team Managed 40.0
Manager: 18.0
Total 336,363 Million
Assets:
30.0
Turnover 32.00 % 12.0
20.0 Return (%) 6.0
Firm and Management Return
Capital Group is a global asset 10.0
manager headquartered in Los 0.0
Angeles, California. The firm was
founded in 1931 and launched the 0.0
American Funds family of mutual funds -6.0
in 1934.
-10.0
Investment Strategy -12.0
American Funds employs a multi- 0.0 6.0 12.0 18.0 24.0 30.0 36.0
manager approach, where each -20.0
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 Growth Fund 1.76 (29) 20.28 (15) 20.28 (15) 28.73 (46) 12.16 (41) 17.83 (50) 15.51 (48) Return Deviation
Funds avoid key person risk. American ˜  S&P 500 Growth 2.21 (19) 22.18 (8) 22.18 (8) 29.30 (41) 15.04 (10) 19.72 (20) 16.99 (16) ¢ £ American Funds Growth Fund 12.16 17.45
Funds American Funds Growth Fund of ˜ 
America invests primarily in growth S&P 500 Growth 15.04 17.98
companies with the potential for Median 0.89 15.63 15.63 28.29 11.50 17.81 15.42 ¾ Median 11.50 18.40
outsized return on capital. This fund
can also invest a portion of its assets in
non-U.S. companies.
CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
Innovest Assessment 2024 2023 2022 2021 2020 2019 2018
American Funds Growth Fund of American Funds Growth Fund 28.84 (56) 37.65 (57) -30.49 (44) 19.69 (62) 38.28 (41) 28.54 (85) -2.60 (61)
America benefits from one of the S&P 500 Growth 36.07 (15) 30.03 (82) -29.41 (36) 32.01 (2) 33.47 (62) 31.13 (67) -0.01 (35)
largest management teams at America Large Growth Median 29.77 39.34 -31.16 21.97 35.98 33.02 -1.43
Funds that divvy up this fund’s massive
asset base and contribute to lower
portfolio volatility. However, this can
also cause the fund to be overly ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
diversified and makes it difficult for 3 3 3 3 3 3 3
holdings in smaller companies to have Years Years Years Years Years Years Years
an impact on portfolio returns. This Ending Ending Ending Ending Ending Ending Ending
strategy is expected to perform best Dec-2025 Dec-2024 Dec-2023 Dec-2022 Dec-2021 Dec-2020 Dec-2019
when large-cap companies are in favor American Funds Growth Fund 28.73 (46) 7.22 (51) 4.62 (60) 4.78 (52) 28.61 (71) 20.07 (65) 16.57 (79)
and underperform when small or S&P 500 Growth 29.30 (41) 7.70 (44) 6.61 (33) 7.54 (17) 32.20 (29) 20.51 (60) 18.66 (59)
medium sized companies rally. Large Growth Median 28.29 7.26 5.38 4.91 30.36 21.67 19.42

*If less than 5 years, data is since inception of fund share class.

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