American Funds Fundamental Investors® Class F-1 (AFIFX)

50.76
Net Asset Value
-1.03%
1 Day
-2.44%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.70%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States.

Performance

1 month-3.26% 3 years+15.86%
3 months+0.42% 5 years+13.72%
1 year+9.46% Since inception+7.59%
Data through --

Peer Comparisonvs. Large blend

 AFIFXCategory
Performance 5-yr return+13.72%+13.88%
Expense ratio0.70%1.13%
Risk 5 year sharpe ratio0.991.03
Net assets$71.7B$3.7B
Average market cap$67.5B$100.3B
Average P/E19.216.9
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureDina Perry / 21 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00

Holdings

U.S. stock81.83%
International stock12.81%
Cash3.49%
Fixed income1.87%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.72%
Financial service 12.79%
Healthcare 12.56%
Energy 12.46%
Consumer service 9.28%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft Corp3.79%
CMCSA Comcast Corp Class A2.93%
AMZN Amazon.com Inc2.68%
PM Philip Morris International Inc2.38%
BA Boeing Co2.29%
HD Home Depot Inc2.19%
UNP Union Pacific Corp2.07%
WFC Wells Fargo & Co2.01%
MRK Merck & Co Inc1.89%
GE General Electric Co1.64%

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