American Funds Fundamental Investors� Class F-1

 (MUTF:AFIFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.31%  
1 week   +1.72%
   
4 week
   
-1.14%  
3 month   +4.87%
   
YTD
   
-0.10%  
1 year   +10.04%
   
3 years*   +16.77%
   
5 years*   +13.78%
   
*annualized
Best 3 month return+28.15%  
Worst 3 month return-33.75%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years High Above Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets71.68B 
Front load-  
Deferred load-  
Expense ratio0.70%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash3.49%  
Stocks94.64%  
Bonds0.05%  
Other1.82%  

Purchase information

Initial$250  
Additional$50  
IRA Initial$250  
AIP Initial$250  
AIP Additional$50  
52.17+0.19(0.37%)
Jan 26, 4:00PM EST Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Michael Kerr (Started: Jan 1, 1999)
Brady Enright (Started: Mar 1, 2006)
Dina Perry (Started: Mar 1, 1993)
Martin Romo (Started: Mar 1, 2007)
Mark Casey (Started: Mar 1, 2011)
Gregory Johnson (Started: Mar 1, 2013)
Ronald Morrow (Started: Mar 1, 2003)
Advisor Company:
Capital Research and Management Company
Fund family reports on Morningstar »
American Funds, 4 Embarcadero Center P.O. Box 7650, San Francisco, CA 94120, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.82 -1.24 -2.16 0.86
Beta* 1.04 0.99 1.03 1.01
Mean annual return 0.74 1.48 1.13 0.79
R-squared* 97.34 93.84 97.21 93.77
Standard deviation 8.68 9.33 13.53 15.40
Sharpe ratio 1.02 1.90 0.99 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Microsoft Corp (MSFT) 3.79%  
Comcast Corp Class A (CMCSA) 2.93%  
Amazon.com Inc (AMZN) 2.68%  
Philip Morris International Inc (PM) 2.38%  
Boeing Co (BA) 2.29%  
Home Depot Inc (HD) 2.19%  
Union Pacific Corp (UNP) 2.07%  
Wells Fargo & Co (WFC) 2.01%  
Merck & Co Inc (MRK) 1.89%  
General Electric Co (GE) 1.64%