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Nasdaq - Delayed Quote USD

American Funds Fundamental Invs C (AFICX)

77.97
+0.10
+(0.13%)
At close: 8:05:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.75%
5y Average Return 14.06%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 30, 2025) 30.45%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 30.45%
Worst 3Y Total Return 4.68%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFICX
Category
YTD
-3.40%
5.31%
1-Month
-5.07%
-4.19%
3-Month
-3.40%
3.90%
1-Year
6.02%
20.31%
3-Year
9.03%
6.48%
5-Year
16.45%
11.78%
10-Year
10.61%
10.96%
Last Bull Market
16.33%
25.56%
Last Bear Market
-15.95%
-15.11%

Annual Total Return (%) History

Year
AFICX
Category
2025
--
--
2024
22.12%
--
2023
24.92%
22.32%
2022
-17.30%
-16.96%
2021
21.59%
26.07%
2020
14.08%
15.83%
2019
26.65%
28.78%
2018
-7.35%
-6.27%

2017
22.37%
20.44%
2016
11.65%
10.37%
2015
2.56%
-1.07%
2014
8.08%
10.96%
2013
30.45%
31.50%
2012
16.21%
14.96%
2011
-2.67%
-1.27%
2010
13.13%
14.01%
2009
32.26%
28.17%
2008
-40.16%
-37.79%
2007
12.65%
6.16%
2006
18.23%
14.17%
2005
10.76%
5.88%
2004
12.96%
10.02%
2003
30.93%
27.05%
2002
-18.06%
-22.25%
2001
--
-13.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.40% -- -- --
2024 11.27% 2.71% 5.33% 1.46%
2023 5.75% 7.65% -2.97% 13.11%
2022 -5.96% -15.95% -5.41% 10.62%
2021 6.12% 7.07% -1.38% 8.51%
2020 -21.05% 19.00% 6.74% 13.76%
2019 11.76% 2.60% -0.28% 10.77%
2018 -0.71% 2.32% 4.41% -12.65%
2017 6.39% 2.92% 5.01% 6.43%
2016 0.28% 3.21% 3.90% 3.82%

2015 1.41% 1.10% -7.28% 7.89%
2014 0.16% 4.76% 0.27% 2.72%
2013 8.47% 3.32% 6.09% 9.72%
2012 11.37% -3.82% 6.25% 2.11%
2011 6.42% -0.64% -17.11% 11.05%
2010 4.10% -11.61% 11.83% 9.95%
2009 -7.00% 16.92% 14.93% 5.84%
2008 -7.99% 0.30% -15.30% -23.45%
2007 2.28% 8.23% 3.00% -1.20%
2006 7.12% 1.16% 1.94% 7.02%
2005 -0.85% 1.24% 7.76% 2.40%
2004 1.49% 0.83% 0.73% 9.58%
2003 -6.02% 16.01% 3.48% 16.06%
2002 2.24% -8.75% -17.76% 6.80%
2001 4.33% -15.67% 11.53% --

Rank in Category (By Total Return)

YTD 34
1-Month 30
3-Month 34
1-Year 57
3-Year 24
5-Year 71

Load Adjusted Returns

1-Year 5.04%
3-Year 9.03%
5-Year 16.45%
10-Year 10.61%

Performance & Risk

YTD Return -2.75%
5y Average Return 14.06%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 134.39B
YTD Return -3.40%
Yield 0.34%
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.

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