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American Funds Fundamental Invs F-2 (FINFX)

98.07 +0.37 (+0.38%)
At close: November 6 at 8:01:50 PM EST
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  • Previous Close 97.70
  • YTD Return 11.30%
  • Expense Ratio 0.38%
  • Category Large Blend
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 172.65B
  • Beta (5Y Monthly) 1.03
  • Yield 0.81%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.65
  • Inception Date Aug 1, 2008

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.

Capital Group

Fund Family

Large Blend

Fund Category

172.65B

Net Assets

2008-08-01

Inception Date

Performance Overview

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Trailing returns as of 11/6/2026. Category is Large Blend.

YTD Return

FINFX
11.30%
Category
5.31%

1-Year Return

FINFX
13.36%
Category
20.31%

3-Year Return

FINFX
25.51%
Category
6.48%

5-Year Return

FINFX
13.08%
Category
11.78%

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