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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
Above 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. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.


1 month+0.71% 3 years+15.17%
3 months+7.11% 5 years+13.13%
1 year+4.52% Since inception+7.46%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+13.13%+11.68%
Expense ratio0.66%1.08%
Risk 5 year sharpe ratio1.011.01
Net assets$74.0B$3.6B
Average market cap$71.7B$101.5B
Average P/E17.819.3
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--


U.S. stock81.77%
International stock10.89%
Fixed income3.25%
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 Microsoft4.22%
AMZN Amazon3.80%
PM Philip Morris3.18%
CMCSA Comcast2.86%
HD Home Depot2.31%
WFC Wells Fargo2.23%
AVGO Avago Technologies Ltd2.02%
JPM JPMorgan Chase1.75%
KO Coca-Cola1.72%
BA Boeing1.65%