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Nasdaq - Delayed Quote USD

American Funds Fundamental Invs F1 (AFIFX)

78.89
+0.49
+(0.63%)
At close: 8:00:04 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.23%
5y Average Return 17.27%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 31.42%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 31.42%
Worst 3Y Total Return 5.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
AFIFX
Category
YTD
1.87%
5.31%
1-Month
-2.31%
-4.19%
3-Month
-0.02%
3.90%
1-Year
17.12%
20.31%
3-Year
12.46%
6.48%
5-Year
14.94%
11.78%
10-Year
11.76%
10.96%
Last Bull Market
16.79%
25.56%
Last Bear Market
-15.80%
-15.11%

Annual Total Return (%) History

Year
AFIFX
Category
2024
22.98%
--
2023
25.79%
22.32%
2022
-16.71%
-16.96%
2021
22.42%
26.07%
2020
14.89%
15.83%
2019
27.53%
28.78%
2018
-6.67%
-6.27%
2017
23.27%
20.44%

2016
12.45%
10.37%
2015
3.33%
-1.07%
2014
8.87%
10.96%
2013
31.42%
31.50%
2012
17.13%
14.96%
2011
-1.92%
-1.27%
2010
14.01%
14.01%
2009
33.40%
28.17%
2008
-39.69%
-37.79%
2007
13.55%
6.16%
2006
19.21%
14.17%
2005
11.64%
5.88%
2004
13.84%
10.02%
2003
31.92%
27.05%
2002
-17.38%
-22.25%
2001
--
-13.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
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%
2016 0.46% 3.38% 4.12% 3.99%
2015 1.58% 1.30% -7.11% 8.10%

2014 0.35% 4.95% 0.45% 2.91%
2013 8.68% 3.51% 6.28% 9.92%
2012 11.57% -3.61% 6.44% 2.32%
2011 6.59% -0.43% -16.94% 11.27%
2010 4.29% -11.45% 12.07% 10.15%
2009 -6.77% 17.11% 15.15% 6.11%
2008 -7.81% 0.49% -15.11% -23.32%
2007 2.47% 8.47% 3.19% -1.00%
2006 7.35% 1.37% 2.14% 7.24%
2005 -0.67% 1.43% 7.98% 2.62%
2004 1.68% 1.06% 0.89% 9.80%
2003 -5.82% 16.19% 3.68% 16.27%
2002 2.45% -8.57% -17.60% 7.04%
2001 4.55% -15.49% 11.73% --

Rank in Category (By Total Return)

YTD 38
1-Month 78
3-Month 13
1-Year 41
3-Year 22
5-Year 64

Load Adjusted Returns

1-Year 17.12%
3-Year 12.46%
5-Year 14.94%
10-Year 11.76%

Performance & Risk

YTD Return -3.23%
5y Average Return 17.27%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 142.25B
YTD Return 1.87%
Yield 0.98%
Morningstar Rating
Inception Date May 01, 2009

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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