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American Funds Fundamental Invs F-1 (AFIFX)

100.03 -1.90 (-1.86%)
At close: 8:00:06 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
2.5

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Mutual Of Omaha Investor Services Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Pruco Securities, LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • Comerica Bank
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • American Trust Custody
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • EP Fee Small
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • Edward Jones
  • LPL SAM Eligible
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • DATALynx NTF
  • PruChoice Investments
  • Ameriprise Brokerage
  • Federated TrustConnect NTF
  • Cetera Advisors LLC – PAM, PRIME, Premier, mAA Advisor
  • Cetera Wealth Services LLC – PAM, PRIME, Premier, mAA Advisor
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • CommonWealth Core
  • SunAmerica Securities Premier / Pinnacle
  • Vanguard NTF
  • ETrade No Load Fee
  • ETrade Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • HSBC Brokerage (USA) Inc
  • JPMorgan INVEST
  • CitiStreet (k)Choice Prior 2/2/2007
  • WFA MF Advisory Updated 9.2.26
  • CommonWealth 401k
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Sterne, Agee & Leach, Inc.,
  • EP Comm Small
  • EP Comm Large
  • EP Fee Large
  • CitiStreet Framewor(k)
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Firstrade
  • CitiStreet (k)Choice R Shares
  • Scottrade TF
  • Scottrade NTF
  • Standard Retirement Services, Inc.
  • Ameriprise Financial
  • American Recordkeeper Direct
  • CitiStreet 401(k) Advisor
  • Prudential Retail
  • Diversified 401(k)
  • Sun Life CPS
  • Sun Life Recordkeeper Plus
  • Principal Advantage
  • American PlanPremier
  • ING Adviser Plus
  • TIAA-CREF Brokerage Services
  • Hartford Adv Mut Fd
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Morgan Stanley TRAK Fund Solution
  • Matrix Financial Solutions
  • Hartford Prem Ent
  • Trade PMR Transaction Fee
  • Trade PMR NTF
  • SB Pychx OFS C
  • SB Pychx OFS R
  • SB Pychx OFS A
  • DWS Retirement Sevs Investment Offerings
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Hartford RK Plus
  • Hartford CPS
  • ING (k)Choice
  • ING 401(k) Adv
  • ING Framewor(k)
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • U.S. Bancorp Investments, Inc.
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Primerica Financial Services
  • Northwestern Mutual Investment Services, Llc
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 9.2.26
  • ADP Access Open Fund Architecture
  • ADP Access Tier 1
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • WF MFQ Screen Updated 12/31/2016
  • E-Plan Services, Inc.
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard Load
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • JP Morgan No Load
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • PAS
  • Fidelity Advisor 401(k) A Shares
  • WF MFAQ Screen Updated 12/31/2016
  • Cetera Financial Specialist LLC – Premier, mAA Advisor
  • NM WMC
  • LPL SWM
  • Schwab Advisor Services All Funds Available
  • Schwab Retirement Only
  • Schwab Existing Shareholders Only
  • Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
  • Nationwide Retirement Innovator Advantage
  • ADP Access Tier 2
  • Fidelity Advisor 401(k) C Shares
  • Fidelity Advisor 401(k) M Shares
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • Prudential Advisors Command
  • HD Vest
  • Waddell & Reed MAPNavigator
  • ADP Access Tier 3
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access 3(21) Tier 1
  • ADP Advisor Access 3(21) Tier 2
  • ADP Advisor Access 3(21) Tier 3
  • ADP Advisor Access Tier 0
  • ADP Advisor Access Tier 1
  • ADP Advisor Access Tier 2
  • ADP Advisor Access Tier 3
  • LPL Brokerage Availability
  • Thrivent – Retail Eligible
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available
  • Schwab Advisor Services Transaction-Fee Funds
  • Schwab Advisor Services Institutional No Transaction Fee Funds
  • Schwab Advisor Services Institutional Share Class Funds
  • Schwab Advisor Services Funds for Transfer, Custody and Redemption Only
  • Schwab Advisor Services Select List Advisor Edition

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.

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

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

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