American Funds Fundamental Investors� Class F-1

 (MUTF:AFIFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.32%
   
1 week   +0.19%
   
4 week   +3.30%
   
3 month   +4.19%
   
YTD   +6.97%
   
1 year   +5.27%
   
3 years*   +10.25%
   
5 years*   +11.15%
   
*annualized
Best 3 month return+28.15%  
Worst 3 month return-33.75%  

Morningstar statistics

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

Key statistics

Total assets75.35B 
Front load-  
Deferred load-  
Expense ratio0.67%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash2.92%  
Stocks95.18%  
Bonds0.14%  
Other1.75%  

Purchase information

Initial$250  
Additional$50  
IRA Initial$25  
AIP Initial$50  
AIP Additional$50  
53.50+0.17(0.32%)
Jul 21, 8:00PM EDT 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. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.
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, 333 South Hope Street, Los Angeles, California 90071-1406, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.18 -0.80 -1.66 -0.17
Beta* 1.04 1.02 1.04 1.01
Mean annual return 0.44 0.92 0.92 0.69
R-squared* 98.70 96.55 96.91 95.66
Standard deviation 15.21 11.63 12.78 15.78
Sharpe ratio 0.33 0.94 0.86 0.46
* Against standard index

Top 10 holdings

Security Net Assets  
Amazon.com Inc (AMZN) 4.38%  
Microsoft Corp (MSFT) 4.03%  
Philip Morris International Inc (PM) 3.57%  
Broadcom Ltd (AVGO) 2.83%  
The Home Depot Inc (HD) 2.50%  
Comcast Corp Class A (CMCSA) 2.46%  
General Electric Co (GE) 1.83%  
Boeing Co (BA) 1.73%  
JPMorgan Chase & Co (JPM) 1.63%  
Schlumberger Ltd (SLB) 1.54%