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American Funds Fundamental Invs C (AFICX)

81.39 +0.84 (+1.04%)
At close: 8:00 PM EDT

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.

American Funds Fundamental Invs C

San Francisco, CA 94120-7650
P.O. Box 7650, One Market, Steuart Tower

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 132.88B
YTD Return 11.13%
Yield 0.37%
Morningstar Rating
Inception Date Jan 27, 2017

Fund Operations

Last Dividend 0.04
Last Cap Gain 42.00
Holdings Turnover 28.00%
Average for Category --

Fees & Expenses

Expense AFICX Category Average
Annual Report Expense Ratio (net) 0.28% 0.78%
Prospectus Net Expense Ratio 0.28% --
Prospectus Gross Expense Ratio 0.28% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Diana Wagner is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers U.S. healthcare services. She has 23 years of investment experience and has been with Capital Group for 19 years. Earlier in her career as an analyst, she also covered global semiconductor equipment and paper & forest products companies. Prior to joining Capital, Diana was at ING Barings in London and at SBC Warburg in New York. She holds an MBA from Columbia Business School and a bachelor’s degree in art history from Yale University. Diana is based in New York.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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