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

52.66
Net Asset Value
+0.25%
1 Day
+1.37%
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+0.14% 3 years+19.07%
3 months+3.51% 5 years+13.47%
1 year+10.68% Since inception+7.69%
Data through --

Peer Comparisonvs. Large blend

 AFIFXCategory
Performance 5-yr return+13.47%+14.10%
Expense ratio0.70%1.14%
Risk 5 year sharpe ratio1.041.07
Net assets$72.5B$3.7B
Average market cap$65.6B$103.5B
Average P/E19.817.6
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. stock81.89%
International stock11.78%
Fixed income3.43%
Cash2.89%
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 Corp3.88%
AMZN Amazon.com Inc3.17%
CMCSA Comcast Corp Class A2.77%
BA Boeing Co2.16%
UNP Union Pacific Corp2.07%
MRK Merck & Co Inc1.97%
PM Philip Morris International Inc1.96%
HD Home Depot Inc1.93%
WFC Wells Fargo & Co1.91%
GE General Electric Co1.65%

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