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

54.18
Net Asset Value
-0.22%
1 Day
+4.13%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.66%
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+1.35% 3 years+19.39%
3 months+1.96% 5 years+15.71%
1 year+13.10% Since inception+7.69%
Data through --

Peer Comparisonvs. Large blend

 AFIFXCategory
Performance 5-yr return+15.71%+12.97%
Expense ratio0.66%1.11%
Risk 5 year sharpe ratio0.980.96
Net assets$73.9B$3.8B
Average market cap$69.3B$102.0B
Average P/E18.517.6
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

Holdings

U.S. stock81.82%
International stock14.25%
Cash2.84%
Fixed income1.10%
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 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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