American Funds Fundamental Investors® Class A (ANCFX)

60.09
Net Asset Value
-0.36%
1 Day
+14.92%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
5.75
Sales Expenses
0.59%
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. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Performance

1 month+2.28% 3 years+12.37%
3 months+1.31% 5 years+9.92%
1 year+4.50% Since inception+12.32%
Data through --

Peer Comparisonvs. Large blend

 ANCFXCategory
Performance 5-yr return+9.92%+8.76%
Expense ratio0.59%0.96%
Risk 5 year sharpe ratio0.770.68
Net assets$100.9B$6.5B
Average market cap$101.9B$172.3B
Average P/E19.120.0
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureDina Perry / 26 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00

Holdings

U.S. stock78.35%
International stock16.73%
Cash4.92%
Fixed income0.00%
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 Microsoft5.28%
AVGO Broadcom Inc3.34%
FB Facebook2.75%
INTC Intel2.46%
BRKA Berkshire Hathaway2.42%
AMZN Amazon2.40%
UNH UnitedHealth2.32%
CHTR Charter Communications Inc2.06%
HD Home Depot1.43%
-- 1.40%