Release Date: 06-30-2021 American Funds New Perspective R3 ...... Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQ Above Average Average Out of 307 World Large-Stock Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.

Investment Strategy from investment's prospectus Portfolio Analysis as of 06-30-21 The investment seeks long-term growth of capital; future Composition as of 06-30-21 % Assets Morningstar Equity Style Box™ as of 06-30-21 % Mkt Cap income is a secondary objective. U.S. Stocks 53.2 Large Giant 59.01 Non-U.S. Stocks 41.8 ......

The fund seeks to take advantage of investment Mid Large 29.10 opportunities generated by changes in international trade Bonds 0.0 Cash 5.1 Medium 11.03 patterns and economic and political relationships by Small Other 0.0 Small 0.86 investing in common stocks of companies located around the ...... 0.00 world. In pursuing its investment objective, it invests Value Blend Growth Micro primarily in common stocks that the investment adviser believes have the potential for growth. Top 20 Holdings as of 06-30-21 % Assets Statistics as of 06-30-21 Port Avg Rel S&P 500 Rel Cat 24.88 1.14 0.85 Tesla Inc 5.13 P/E Ratio Category Description: World Large-Stock Blend P/B Ratio 4.03 1.00 0.83 World large-stock growth portfolios invest in a variety of Capital Group Central Cash Fund 5.07 P/C Ratio 17.45 1.09 0.89 international stocks and typically skew towards large caps Corp 3.35 GeoAvgCap ($mil) 134,210.09 0.68 1.29 that are more expensive or projected to grow faster than Facebook Inc Class A 3.03 Taiwan Semiconductor Manufacturing Co Lt 3.02 other global large-cap stocks. World large stock growth ...... Risk Measures as of 06-30-21 Port Avg Rel S&P 500 Rel Cat portfolios have few geographical limitations. It is common for .com Inc 3.01 3 Yr Std Dev 18.89 1.02 1.01 these portfolios to invest the majority of their assets in PayPal Holdings Inc 1.94 3 Yr Beta 1.04 . 1.06 developed markets, with the remainder divided among the ASML Holding NV 1.51 3 Yr Sharpe Ratio 0.98 1.03 1.02 globe’s emerging markets. These portfolios are not JPMorgan Chase & Co 1.40 3 Yr Alpha 4.02 . 0.93 significantly overweight U.S. equity exposure relative to the Alphabet Inc Class C 1.25 3 Yr R-squared 96.77 . 1.09 ...... Morningstar Global Market Index and maintain at least a 20% AIA Group Ltd 1.20 absolute U.S. exposure. Morningstar World Regions as of 06-30-21 % Fund Alphabet Inc Class A 1.20 Americas 59.96 Notes Inc 1.12 ...... Group annuity contracts are issued by American United Life Broadcom Inc 1.07 North America 57.61 Vale SA ADR 0.96 Latin America 2.34 Insurance Company® (AUL) and registered variable annuity ...... Greater Europe 26.73 products are distributed by OneAmerica Securities, Inc., a Intuitive Surgical Inc 0.95 ...... Registered Investment Advisor, Member FINRA, SIPC, One AstraZeneca PLC 0.93 United Kingdom 3.94 American Square, Indianapolis, IN 46282, 1-877-285-3863. Nestle SA 0.92 Europe Developed 21.56 Qualified retirement plans from American United Life LVMH Moet Hennessy Louis Vuitton SE 0.89 Europe Emerging 0.57 Insurance Company® (AUL) are funded by an AUL group Nike Inc Class B 0.89 Africa/Middle East 0.66 variable annuity contract. While a participant in an annuity ...... Greater Asia 13.31 contract may benefit from additional investment and annuity ...... Total Number of Stock Holdings 307 related benefits under the annuity contract, any tax deferral Japan 3.41 Total Number of Bond Holdings 0 is provided by the plan and not the annuity contract. Australasia 0.68 Annual Turnover Ratio % 26.00 Variable products are sold by prospectus. Both the Asia Developed 7.29 product prospectus and underlying fund prospectuses Total Fund Assets ($mil) 141,049.16 Asia Emerging 1.94 can be obtained from your investment professional or by writing to One American Square, Indianapolis, IN 46282, 1-800-249-6269. Before investing, carefully Volatility Analysis Operations Investment consider the fund’s investment objectives, risks, Redemption Fee . charges, and expenses. The product prospectus and Low Moderate High Expense Ratio 1.07% of fund assets underlying fund prospectus contain this and other Category Gross Expense Ratio 1.07% of fund assets important information. Read the prospectuses Initial Share Class 03-13-73 carefully before investing. In the past, this investment has shown a relatively moderate Inception Date Products and financial services provided by American range of price fluctuations relative to other investments. This Fund Inception Date 06-04-02 United Life Insurance Company®, a OneAmerica company. investment may experience larger or smaller price declines or Advisor Capital Research and price increases depending on market conditions. Some of this Management Company risk may be offset by owning other investments with different portfolio makeups or investment strategies. Portfolio Manager(s) Robert Lovelace, CFA. Since 2000. AB, Princeton University. Morningstar Proprietary Statistics Jonathan Knowles. Since 2004. BA, University of Liverpool. Morningstar Rating™ Out of # of Investments MBA, INSEAD. PhD, University of Liverpool. 3 Year QQQ 307 Brady Enright. Since 2005. BA, Stanford University. MBA, 5 Year QQQ 263 Harvard University. 10 Year QQQQ 166

©2021 Morningstar, Inc., Morningstar Investment Profiles™ 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content ® R-22919 providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com. ß