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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+1.02% 3 years+11.29%
3 months+6.83% 5 years+15.41%
1 year+21.73% Since inception+8.34%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.41%+12.91%
Expense ratio0.68%0.98%
Risk 5 year sharpe ratio1.511.33
Net assets$93.9B$5.1B
Average market cap$105.5B$132.8B
Average P/E23.522.2
Portfolio turnover24%24%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureDina Perry / 24 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00


U.S. stock74.19%
International stock20.88%
Fixed income2.90%
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 Microsoft5.01%
AMZN Amazon3.63%
AVGO Broadcom Ltd3.29%
PM Philip Morris2.41%
HD Home Depot2.26%
CMCSA Comcast2.23%
BRKA Berkshire Hathaway2.07%
WFC Wells Fargo1.94%
-- 1.69%
INTC Intel1.67%