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American Funds Fundamental Invs F-1 (AFIFX)

100.03 -1.90 (-1.86%)
At close: 8:00:06 PM EDT
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  • Previous Close 101.93
  • YTD Return 12.91%
  • Expense Ratio 0.64%
  • Category Large Blend
  • Last Cap Gain 53.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 176.31B
  • Beta (5Y Monthly) 1.02
  • Yield 0.56%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.46
  • Inception Date Oct 30, 2020

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

176.31B

Net Assets

2020-10-30

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026. Category is Large Blend.

YTD Return

AFIFX
12.91%
Category
5.31%

1-Year Return

AFIFX
17.83%
Category
20.31%

3-Year Return

AFIFX
25.02%
Category
6.48%

5-Year Return

AFIFX
14.45%
Category
11.78%

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