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American Funds Washington Mutual Q2 2021

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American Funds Washington Mutual Q2 2021 American Funds Washington Mutual Q2 2021 Investment Strategy Growth of $100 The investment seeks to produce income and to provide an Time Period: 7/1/2016 to 6/30/2021 opportunity for growth of principal consistent with sound common stock investing. The fund invests primarily in common 240.0 stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange 220.0 and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, 200.0 consisting primarily of high-quality common stocks. 180.0 160.0 140.0 120.0 100.0 Fund Information 2016 2017 2018 2019 2020 2021 Category US Fund Large Blend Benchmark S&P 500 TR USD American Funds Washington Mutual R6 S&P 500 TR USD US Fund Large Value Prospectus Objective Growth and Income Performance Disclosure Inception Date 5/1/2009 The Overall Morningstar Rating is based on risk-adjusted returns, derived from a weighted average of the three-, five-, and 10-year (if applicable) Morningstar metrics. The performance data quoted Fund Size ($) 156,058,742.03 represents past performance and does not guarantee future results. The investment return and Manager Name Multiple principal value of an investment will fluctuate; thus an investor's shares, when sold or redeemed, may be worth more or less than their original cost. Manager Tenure (Longest) 24.00 *Effective 03/22/2021 the Plan will assess an additional levelized fee of 0.27% to cover general Prospectus Net Expense Ratio 0.27* administrative expenses as part of the Fund’s daily unit value calculation, for a total net expense of Prospectus Gross Expense Ratio 0.27* 0.54% annually. This additional fee is not reflected in the performance results shown in this fact sheet.Please see the quarterly Plan Fee Disclosure for performance inclusive of the additional fee. Sharpe Ratio (5 Year) 0.98 Std Dev (5 Year) 13.91 Performance Turnover Ratio % 24.00 45.0 Morningstar Rating Overall ÙÙÙ 40.0 Sector Exposure 35.0 Portfolio Date: 6/30/2021 30.0 % 25.0 Basic Materials 4.5 20.0 Consumer Cyclical 6.1 Financial Services 20.2 15.0 Real Estate 2.1 10.0 Consumer Defensive 5.6 5.0 Healthcare 16.8 0.0 Utilities 3.2 Return YTD 1 Year 3 Years 5 Years 10 Years Communication Services 8.3 Energy 5.4 Industrials 11.1 American Funds Washington Mutual R6 S&P 500 TR USD US Fund Large Value Since Technology 16.8 YTD 1 year 3 years 5 years 10 years Inception Total 100.0 American Funds Washington Mutual R6 15.56 36.43 14.74 14.75 13.25 8.82 Top Holdings (% of Assets) S&P 500 TR USD 15.25 40.79 18.67 17.65 14.84 9.96 Portfolio Date: 6/30/2021 Microsoft Corp 5.61 US Fund Large Value 17.52 42.14 11.49 11.93 10.54 6.44 Broadcom Inc 4.92 Comcast Corp Class A 4.46 Past performance does not guarantee future results. Contact Voya Financial™ (the Plan's recordkeeper) for a copy of the most recent prospectus prior to investing. For the most UnitedHealth Group Inc 3.33 recent month end performance, call (855) 646-7549. BlackRock Inc 2.35 Marsh & McLennan Companies Inc 2.06 © NFP Retirement All Rights Reserved. Data provided by Morningstar Direct. The information contained herein: (1) is proprietary to NFP Retirement, and/or its content providers; (2) may not be copied or CME Group Inc Class A 1.91 distributed; and (3) is not warranted to be accurate, complete or timely. Neither NFP Retirement nor JPMorgan Chase & Co 1.90 Morningstar Direct is responsible for any damages or losses arising from any use of this information. Fact sheet is not complete without accompanying disclosure pages. The Home Depot Inc 1.86 CVS Health Corp 1.80 Source: Morningstar Direct.
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