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

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-1.83% 3 years+17.05%
3 months+1.30% 5 years+15.87%
1 year+6.38% Since inception+7.72%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.87%+12.97%
Expense ratio0.66%1.10%
Risk 5 year sharpe ratio1.181.16
Net assets$74.5B$3.9B
Average market cap$69.3B$104.9B
Average P/E18.518.4
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureDina Perry / 22 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00


U.S. stock81.82%
International stock14.25%
Fixed income1.10%
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 Microsoft3.55%
AMZN Amazon3.05%
CMCSA Comcast2.82%
PM Philip Morris2.79%
BA Boeing2.48%
HD Home Depot2.26%
WFC Wells Fargo2.06%
MRK Merck1.83%
AVGO Avago Technologies Ltd1.80%
GE General Electric1.59%

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