Page 364 - DCAC Feb 2026 Files

American Funds EUPAC 12/31/25
FUND INFORMATION PEER GROUP ANALYSIS - Foreign Large Growth RISK VS. RETURN (5 YEARS*)
Fund Capital Group 44.0 12.0
Family:
Fund Inception: 05/01/2009
Portfolio Team Managed 36.0
Manager: 8.0
Total 134,788 Million
Assets: 28.0
Turnover 35.00 % 4.0
20.0
Firm and Management Return Return (% )
Capital Group is a global asset 12.0 0.0
manager headquartered in Los
Angeles, California. The firm was
founded in 1931 and launched the 4.0
American Funds family of mutual funds -4.0
in 1934.
-4.0
Investment Strategy
American Funds employs a multi- -8.0
manager approach, where each -12.0 8.0 12.0 16.0 20.0 24.0
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
portfolios, but it also helps American ¢ £ American Funds EUPAC 4.62 (3) 29.18 (7) 29.18 (7) 16.34 (21) 4.59 (39) 10.39 (35) 8.46 (29) Return Standard
Funds avoid key person risk. The fund ˜  MSCI EAFE Growth Index (Net) 1.86 (41) 20.76 (43) 20.76 (43) 13.16 (59) 4.43 (41) 9.43 (58) 7.42 (59) Deviation
invests in non-U.S. equities in both ¢ £ American Funds EUPAC 4.59 15.18
developed and emerging markets. ˜  MSCI EAFE Growth Index (Net) 4.43 16.04
While this strategy has upwards of 300 Median 1.36 19.81 19.81 13.82 3.72 9.79 7.74 ¾ Median 3.72 16.55
holdings on average, managers have
the ability to deviate from index sector
and geographic weightings
substantially. CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
2024 2023 2022 2021 2020 2019 2018
Innovest Assessment American Funds EUPAC 5.04 (46) 16.05 (52) -22.72 (31) 2.84 (79) 25.27 (35) 27.40 (66) -14.91 (56)
The fund’s large AUM tilts the portfolio MSCI EAFE Gr Idx Net 2.05 (69) 17.58 (38) -22.95 (34) 11.25 (29) 18.29 (71) 27.90 (55) -12.83 (39)
towards large and mega cap
companies, as it is difficult for Foreign Large Growth Median 4.79 16.09 -25.16 8.79 22.18 28.15 -14.37
managers to hold substantial positions
in smaller companies. This fund is
expected to perform well when ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
international large-cap companies are
3
3
3
3
3
3
3
in favor, and high portfolio Years Years Years Years Years Years Years
diversification limits single-stock risk. Ending Ending Ending Ending Ending Ending Ending
Dec-2025 Dec-2024 Dec-2023 Dec-2022 Dec-2021 Dec-2020 Dec-2019
American Funds EUPAC 16.34 (21) -1.97 (39) -2.66 (52) -0.15 (56) 17.95 (67) 10.74 (48) 12.45 (56)
MSCI EAFE Gr Idx Net 13.16 (59) -2.58 (48) 0.26 (35) 0.47 (47) 18.95 (56) 9.67 (65) 12.84 (48)
Foreign Large Growth Median 13.82 -2.77 -2.39 0.21 19.52 10.58 12.73
*If less than 5 years, data is since inception of fund share class.
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