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American Funds Fundamental Invs C (AFICX)

77.97
+0.10
+(0.13%)
As of 8:05:05 AM EDT. Market Open.
Loading Chart for AFICX
  • Previous Close 77.87
  • YTD Return -3.40%
  • Expense Ratio 1.33%
  • Category Large Blend
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 134.39B
  • Beta (5Y Monthly) 0.96
  • Yield 0.34%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.01
  • 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.

American Funds

Fund Family

Large Blend

Fund Category

134.39B

Net Assets

2020-10-30

Inception Date

Performance Overview: AFICX

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Trailing returns as of 4/30/2025. Category is Large Blend.

YTD Return

AFICX
3.40%
Category
5.31%
 

1-Year Return

AFICX
6.02%
Category
20.31%
 

3-Year Return

AFICX
9.03%
Category
6.48%
 

5-Year Return

AFICX
16.45%
Category
11.78%
 

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Holdings: AFICX

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Sector Weightings

SectorAFICX
Technology   26.44%
Industrials   13.03%
Healthcare   11.12%
Energy   3.02%
Utilities   2.99%
Real Estate   1.84%

Recent News: AFICX

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Research Reports: AFICX

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