American Funds Fundamental Investors Fund Class F1 (AFIFX)

54.17
Net Asset Value
+0.50%
1 Day
+4.27%
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+0.79% 3 years+14.11%
3 months+5.37% 5 years+18.41%
1 year+20.56% Since inception+7.62%
Data through --

Peer Comparisonvs. Large blend

 AFIFXCategory
Performance 5-yr return+18.41%+17.47%
Expense ratio0.70%1.16%
Risk 5 year sharpe ratio1.211.23
Net assets$69.6B$3.4B
Average market cap$64.0B$96.7B
Average P/E18.917.8
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. stock80.57%
International stock15.45%
Cash3.91%
Fixed income0.08%
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
AMZN Amazon.com Inc3.51%
MSFT Microsoft Corporation3.24%
CMCSA Comcast Corp Class A2.52%
GOOGL Google Inc Class A2.50%
BA Boeing Co2.25%
HD Home Depot, Inc.2.11%
PM Philip Morris International, Inc.1.98%
UNP Union Pacific Corp1.90%
MRK Merck & Co Inc1.89%
WFC Wells Fargo & Co1.79%

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