Morningstar® Investment Profile™   Morningstar® Disclosure   Format for Print American Funds IS® Growth-Income 1 Release date as of 2024-03-31. Data on page is subject to change. Snapshot Ratings & Risk Portfolio Nuts & Bolts

Morningstar Report Overall Morningstar Rating™ What is this? As of 2024-03-31 Out of 1293 Large Blend Funds Morningstar® Style Box™ What is this? As of 2024-03-31 Total Fund Assets ($ Mil) 40,162.23 View Historical Morningstar Star Ratings and Definitions

Investment Objective & Strategy   The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks or other securities that the investment adviser believes demonstrate the potential for appreciation and/or dividends. The fund may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. The fund is designed for investors seeking both capital appreciation and income.

Morningstar Category: Large Blend Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. Stocks in the top 70% of the capitalization of the US equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index.

Investment Risks There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.

Portfolio Profile Asset Allocation % of Net Assets U.S. Stocks 83.5 Non-U.S. Stocks 10.3 Bonds 0.0 Cash 6.2 Other 0.0 Data through 2024-03-31 Morningstar Equity Sectors % of Stocks Cyclical 23.81 Basic Materials 2.81 Consumer Cyclical 8.55 Financial Services 11.28 Real Estate 1.17 Sensitive 55.42 Communication Services 9.83 Energy 3.14 Industrials 16.65 Technology 25.80 Defensive 20.78 Consumer Defensive 4.54 Healthcare 13.29 Utilities 2.95 Data through 2024-03-31 Holding Status Total Number of Stock Holdings 209 Total Number of Bond Holdings 3 % of Net Assets in Top 10 Holdings 31.77 Turnover % (as of 2023-12-31) 26.00 30 Day SEC Yield % 1.28 Top Holdings Sector P/E % of Net Assets Microsoft Corp 38.04 7.75 Broadcom Inc 49.25 5.90 Meta Platforms Inc Class A 32.66 3.64 Amazon.com Inc 62.20 2.71 Alphabet Inc Class C 26.25 2.21 GE Aerospace 22.00 2.15 Abbott Laboratories 34.87 2.02 Mastercard Inc Class A 40.71 1.95 Alphabet Inc Class A 26.02 1.73 UnitedHealth Group Inc 20.73 1.71 Data through 2024-03-31

Principal Risks    Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Income, Issuer, Market/Market Volatility Show Risk Definitions

Other Information Inception Date: 1984-02-08 Portfolio Manager(s) Donald D. O'Neal   (2005-05-01) Donald D. O’Neal is an equity portfolio manager at Capital Group. He has 36 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered chemical, environmental service and aerospace & defense companies. Don holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in nuclear engineering from University of California, Los Angeles graduating summa cum laude. He also holds the Chartered Financial Analyst® designation. Don is based in San Francisco. William L. Robbins   (2012-05-01) William L. Robbins is an equity portfolio manager at Capital Group. He also serves on the Portfolio Solutions Committee and the Target Date Solutions Committee. He has 31 years of investment industry experience and has been with Capital Group for 29 years. Earlier in his career, as an equity investment analyst at Capital, Will covered small-capitalization companies, REITs and U.S. banks. Prior to joining Capital, he was a part of the investment team at Tiger Management Corp. in New York and a financial analyst with Morgan Stanley. Carlos Schonfeld   (2014-05-01) Carlos A. Schonfeld is an equity portfolio manager and research director at Capital Group. He has 23 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered the business services, chemicals and retail sectors. Prior to joining Capital, Carlos was an analyst with NorAndina Ingenieria Financiera in Lima, Peru, and an international strategy consultant with William Kent International in Washington, D.C. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in economics from the Wharton School of the University of Pennsylvania graduating cum laude. Carlos is based in London. Keiko McKibben   (2014-07-02) Keiko McKibben is an equity portfolio manager at Capital Group. She has 27 years of investment experience and has been with Capital Group for 22 years. Earlier in her career at Capital as an equity investment analyst, she covered U.S. and European aerospace & defense, industrials, information services, machinery, business services and publishing & printing. Prior to joining Capital, Keiko was an investment analyst for Legg Mason Fund Adviser in Baltimore. Before that, she worked for financial publisher Morningstar in Chicago, where she helped start a publication on Japanese securities. She holds an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree in mathematics from the University of Chicago graduating with general honors. She also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Keiko is based in San Francisco. Charles E. Ellwein   (2015-05-01) Charles E. Ellwein is an equity portfolio manager at Capital Group. He has 27 years of investment industry experience and has been with Capital Group for 18 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. commercial and professional services, Canada as a generalist, U.S. Exchanges and global telecom equipment. Prior to joining Capital, he was a managing member at Farallon Capital Management in San Francisco, responsible for investments in the technology and media sectors. He holds an MBA with honors from Stanford Graduate School of Business and a bachelor's degree with honors in electrical engineering from Brown University. Charles is based in San Francisco. J. Blair Frank   (2006-05-01) J. Blair Frank is an equity portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 25 years. Earlier in his career at Capital, as an equity investment analyst, Blair covered U.S. small-cap companies. Before joining Capital, Blair worked as an equity manager at Institutional Capital Corp. in Chicago. He holds an MBA in finance from Northwestern University and a bachelor’s degree in history from Bates College. Blair is based in Los Angeles. Investment Advisor(s) Capital Research and Management Company Issuer American Funds Subadvisor(s) ---

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