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-1.90% 3 years+15.13%
3 months+1.58% 5 years+12.79%
1 year+10.21% Since inception+7.77%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.79%+13.88%
Expense ratio0.66%1.14%
Risk 5 year sharpe ratio1.071.07
Net assets$74.0B$3.9B
Average market cap$67.5B$102.1B
Average P/E19.218.1
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. stock81.83%
International stock12.81%
Fixed income1.87%
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 Microsoft3.79%
CMCSA Comcast2.93%
AMZN Amazon2.68%
PM Philip Morris2.38%
BA Boeing2.29%
HD Home Depot2.19%
UNP Union Pacific2.07%
WFC Wells Fargo2.01%
MRK Merck1.89%
GE General Electric1.64%

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