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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.42% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AFIFX | Category Average | AFIFX | Category Average | AFIFX | Category Average | |
| Alpha | 0.22 | -0.01 | -1.27 | -0.01 | -0.75 | -0.01 |
| BETA | 0.96 | 0.01 | 0.97 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 1.1 | 0.01 | 1.29 | 0.01 | 1.03 | 0.01 |
| R-squared | 96.41 | 0.94 | 96.68 | 0.95 | 96.38 | 0.95 |
| Standard Deviation | 16.57 | 0.17 | 17.53 | 0.19 | 15.04 | 0.15 |
| Sharpe Ratio | 0.53 | 0 | 0.73 | 0.01 | 0.69 | 0.01 |
| Treynor Ratio | 8.3 | 0.03 | 12.59 | 0.1 | 10.16 | 0.1 |
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