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USD
American Funds Fundamental Invs A (ANCFX)
100.12
+0.01
(+0.01%)
At close: 8:07:02 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.13% |
|---|---|
| 5y Average Return | 12.85% |
| Number of Years Up | 39 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 31.50% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 31.50% |
| Worst 3Y Total Return | 5.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ANCFX
Category
- YTD
- 12.96%
- 5.31%
- 1-Month
- -1.31%
- -4.19%
- 3-Month
- -1.54%
- 3.90%
- 1-Year
- 17.90%
- 20.31%
- 3-Year
- 25.09%
- 6.48%
- 5-Year
- 14.52%
- 11.78%
- 10-Year
- 14.58%
- 10.96%
- Last Bull Market
- 32.80%
- 25.56%
- Last Bear Market
- -15.80%
- -15.11%
Annual Total Return (%) History
Year
ANCFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.34% | 18.70% | -1.54% | -- |
|
2025
|
-3.21% | 15.42% | 6.59% | 4.37% |
|
2024
|
11.48% | 2.89% | 5.53% | 1.65% |
|
2023
|
5.94% | 7.86% | -2.80% | 13.33% |
|
2022
|
-5.79% | -15.80% | -5.22% | 10.82% |
|
2021
|
6.30% | 7.28% | -1.20% | 8.71% |
|
2020
|
-20.91% | 19.23% | 6.94% | 13.99% |
|
2019
|
11.96% | 2.80% | -0.09% | 10.96% |
|
2018
|
-0.52% | 2.53% | 4.63% | -12.48% |
|
2017
|
6.60% | 3.13% | 5.22% | 6.65% |
Rank in Category (By Total Return)
| YTD | 25 |
| 1-Month | 65 |
|---|---|
| 3-Month | 85 |
| 1-Year | 13 |
| 3-Year | 6 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 11.12% |
| 3-Year | 22.65% |
|---|---|
| 5-Year | 13.17% |
| 10-Year | 13.90% |
Performance & Risk
| YTD Return | 11.13% |
| 5y Average Return | 12.85% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Capital Group |
| Net Assets | 176.31B |
| YTD Return | 12.96% |
| Yield | 0.63% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
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.
