Nasdaq - Delayed Quote
USD
American Funds Fundamental Invs F-1 (AFIFX)
100.03
-1.90
(-1.86%)
At close: 8:00:06 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 13.17% |
|---|---|
| 5y Average Return | 13.21% |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 29, 2026) | 31.42% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 31.42% |
| Worst 3Y Total Return | 5.42% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
AFIFX
Category
- YTD
- 12.91%
- 5.31%
- 1-Month
- -1.31%
- -4.19%
- 3-Month
- -1.56%
- 3.90%
- 1-Year
- 17.83%
- 20.31%
- 3-Year
- 25.02%
- 6.48%
- 5-Year
- 14.45%
- 11.78%
- 10-Year
- 14.51%
- 10.96%
- Last Bull Market
- 32.72%
- 25.56%
- Last Bear Market
- -15.80%
- -15.11%
Annual Total Return (%) History
Year
AFIFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.37% | 18.69% | -1.56% | -- |
|
2025
|
-3.23% | 15.40% | 6.57% | 4.36% |
|
2024
|
11.47% | 2.88% | 5.51% | 1.64% |
|
2023
|
5.93% | 7.82% | -2.79% | 13.30% |
|
2022
|
-5.80% | -15.80% | -5.23% | 10.82% |
|
2021
|
6.31% | 7.25% | -1.20% | 8.68% |
|
2020
|
-20.92% | 19.20% | 6.94% | 13.97% |
|
2019
|
11.93% | 2.79% | -0.10% | 10.96% |
|
2018
|
-0.54% | 2.51% | 4.61% | -12.49% |
|
2017
|
6.59% | 3.12% | 5.20% | 6.62% |
Rank in Category (By Total Return)
| YTD | 26 |
| 1-Month | 65 |
|---|---|
| 3-Month | 85 |
| 1-Year | 13 |
| 3-Year | 6 |
| 5-Year | 12 |
Load Adjusted Returns
| 1-Year | 17.83% |
| 3-Year | 25.02% |
|---|---|
| 5-Year | 14.45% |
| 10-Year | 14.51% |
Performance & Risk
| YTD Return | 13.17% |
| 5y Average Return | 13.21% |
| Rank in Category (ytd) | 26 |
| % 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 | 12.91% |
| Yield | 0.56% |
| 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.
