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

52.80
Net Asset Value
-1.27%
1 Day
+1.48%
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+0.55% 3 years+16.12%
3 months+4.82% 5 years+12.72%
1 year+12.39% Since inception+7.57%
Data through --

Peer Comparisonvs. Large blend

 AFIFXCategory
Performance 5-yr return+12.72%+12.97%
Expense ratio0.66%1.13%
Risk 5 year sharpe ratio0.960.97
Net assets$72.5B$3.8B
Average market cap$67.5B$104.1B
Average P/E19.217.5
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. stock81.83%
International stock12.81%
Cash3.49%
Fixed income1.87%
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 Microsoft3.79%
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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