Nasdaq - Delayed Quote USD

American Funds Fundamental Invs A (ANCFX)

81.03 -0.08 (-0.10%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 14.53%
5y Average Return 14.00%
Number of Years Up 37
Number of Years Down 8
Best 1Y Total Return (Jun 14, 2024) 33.36%
Worst 1Y Total Return (Jun 14, 2024) --
Best 3Y Total Return 33.36%
Worst 3Y Total Return 5.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ANCFX
Category
YTD
11.48%
5.31%
1-Month
3.88%
-4.19%
3-Month
4.20%
3.90%
1-Year
30.44%
20.31%
3-Year
8.27%
6.48%
5-Year
14.25%
11.78%
10-Year
11.50%
10.96%
Last Bull Market
28.94%
25.56%
Last Bear Market
-15.80%
-15.11%

Annual Total Return (%) History

Year
ANCFX
Category
2024
--
--
2023
25.88%
22.32%
2022
-16.67%
-16.96%
2021
22.49%
26.07%
2020
14.95%
15.83%
2019
27.60%
28.78%
2018
-6.60%
-6.27%
2017
23.37%
20.44%

2016
12.54%
10.37%
2015
3.38%
-1.07%
2014
8.96%
10.96%
2013
31.50%
31.50%
2012
17.14%
14.96%
2011
-1.89%
-1.27%
2010
14.05%
14.01%
2009
33.36%
28.17%
2008
-39.70%
-37.79%
2007
13.55%
6.16%
2006
19.24%
14.17%
2005
11.68%
5.88%
2004
13.91%
10.02%
2003
31.96%
27.05%
2002
-17.34%
-22.25%
2001
-9.55%
-13.50%
2000
4.27%
-6.31%
1999
24.58%
20.16%
1998
16.72%
22.39%
1997
26.67%
28.37%
1996
19.99%
20.76%
1995
34.21%
32.35%
1994
1.33%
-0.93%
1993
18.16%
--
1992
9.58%
--
1991
30.34%
--
1990
-6.24%
--
1989
28.56%
--
1988
15.95%
--
1987
3.78%
--
1986
22.14%
--
1985
30.24%
--
1984
5.79%
--
1983
26.24%
--
1982
34.05%
--
1981
-1.21%
--
1980
21.25%
--
1979
15.35%
--
1978
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.48% -- -- --
2023 5.94% 7.86% -2.80% 13.33%
2022 -5.79% -15.80% -5.22% 10.82%
2021 6.30% 7.28% -1.20% 8.71%
2020 -20.91% 19.23% 6.94% 13.99%
2019 11.96% 2.80% -0.09% 10.96%
2018 -0.52% 2.53% 4.63% -12.48%
2017 6.60% 3.13% 5.22% 6.65%
2016 0.50% 3.40% 4.13% 4.00%
2015 1.60% 1.32% -7.11% 8.11%

2014 0.36% 4.96% 0.49% 2.94%
2013 8.69% 3.54% 6.30% 9.92%
2012 11.57% -3.61% 6.44% 2.33%
2011 6.60% -0.43% -16.93% 11.27%
2010 4.32% -11.47% 12.07% 10.19%
2009 -6.78% 17.14% 15.13% 6.07%
2008 -7.80% 0.50% -15.10% -23.34%
2007 2.47% 8.47% 3.19% -1.00%
2006 7.35% 1.37% 2.17% 7.24%
2005 -0.62% 1.44% 7.96% 2.61%
2004 1.69% 1.08% 0.94% 9.79%
2003 -5.85% 16.24% 3.70% 16.28%
2002 2.43% -8.56% -17.59% 7.10%
2001 -8.47% 4.61% -15.48% 11.77%
2000 7.03% -1.08% 0.88% -2.38%
1999 6.55% 9.75% -4.93% 12.07%
1998 11.10% 1.56% -10.41% 15.46%
1997 2.43% 13.98% 9.93% -1.30%
1996 5.14% 1.98% 3.47% 8.15%
1995 8.58% 9.49% 6.45% 6.04%
1994 -2.57% 0.28% 4.35% -0.61%
1993 6.37% 2.33% 4.86% 3.52%
1992 -0.36% 0.57% 2.20% 6.99%
1991 14.53% 0.42% 4.90% 8.04%
1990 0.22% 4.53% -17.24% 8.16%
1989 7.75% 8.08% 12.42% -1.81%
1988 4.92% 9.35% -0.97% 2.05%
1987 20.92% 4.92% 5.07% -22.15%
1986 15.74% 5.13% -6.13% 6.93%
1985 4.99% 7.87% -2.30% 17.72%
1984 -6.01% -3.39% 9.00% 6.88%
1983 11.62% 9.10% 0.13% 3.54%
1982 -2.39% 1.86% 12.12% 20.25%
1981 5.85% 0.32% -10.41% 3.83%
1980 -5.14% 10.36% 9.63% 5.65%
1979 5.78% 2.05% 7.96% -1.02%
1978 -4.27% -- -- --

Rank in Category (By Total Return)

YTD 28
1-Month 68
3-Month 21
1-Year 16
3-Year 47
5-Year 60

Load Adjusted Returns

1-Year 22.94%
3-Year 6.15%
5-Year 12.90%
10-Year 10.84%

Performance & Risk

YTD Return 14.53%
5y Average Return 14.00%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 132.88B
YTD Return 11.48%
Yield 1.01%
Morningstar Rating
Inception Date Jan 27, 2017

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.

Related Tickers

TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
 
FSCSX Fidelity Select Software & IT Svcs Port
26.25
+1.23%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.87
+1.20%
 
WESNX William Blair Emerg Mkts Sm Cp Gr N
21.45
+0.94%
 
BESIX William Blair Emerg Mkts Sm Cp Gr I
21.80
+0.93%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
21.86
+0.92%
 
UOPIX ProFunds UltraNASDAQ-100 Inv
106.50
+0.88%
 
UOPSX ProFunds UltraNASDAQ-100 Svc
73.36
+0.88%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
536.82
+0.86%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
536.97
+0.86%
 
RYCCX Rydex NASDAQ-100 2x Strategy Fund
387.31
+0.85%
 
RYMPX Rydex Precious Metals Fund
33.09
+0.76%
 
RYMNX Rydex Precious Metals Fund
34.49
+0.76%
 
RYPMX Rydex Precious Metals Inv
37.18
+0.76%
 
INDIX ALPS/Kotak India ESG I
20.08
+0.75%
 
RYZCX Rydex Precious Metals C
26.86
+0.75%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
84.19
+0.74%
 
INAAX ALPS/Kotak India ESG A
19.14
+0.74%
 
INDAX ALPS/Kotak India ESG Inv
19.18
+0.74%
 
WAESX Wasatch Emerging Markets Select Investor
16.83
+0.72%
 
INFCX ALPS/Kotak India ESG C
17.11
+0.71%
 
WIESX Wasatch Emerging Markets Select Instl
17.29
+0.70%
 
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.34
+0.62%
 
PDEZX PGIM Jennison Emerging Markets Eq Opps Z
16.73
+0.60%
 
PDEQX PGIM Jennison Emerging Markets Eq OppsR6
16.77
+0.60%
 
PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.19
+0.60%
 
PBFDX Payson Total Return Fund
33.07
+0.58%
 
FEDGX Fidelity Advisor Emerg Mkts Discv C
15.94
+0.50%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.37
+0.49%
 
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.41
+0.49%
 
TTMIX T. Rowe Price Comm & Tech I
144.18
+0.49%
 
FEGOX First Eagle Gold C
22.69
+0.49%
 
FEDDX Fidelity Emerging Markets Discovery
16.52
+0.49%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
16.53
+0.49%
 
FEDIX Fidelity Advisor Emerg Mkts Discv I
16.56
+0.49%
 
PRMTX T. Rowe Price Comm & Tech Investor
143.50
+0.48%
 
ACFNX American Century Focused Dynamic Gr R6
61.89
+0.47%
 
ACFSX American Century Focused Dynamic Gr I
60.44
+0.47%
 
FEGIX First Eagle Gold I
25.99
+0.46%
 
FEURX First Eagle Gold R6
26.07
+0.46%
 
MIPTX Matthews Pacific Tiger Fund
19.59
+0.46%
 
MAPTX Matthews Pacific Tiger Investor
19.59
+0.46%
 
BDAUX Baron Durable Advantage R6
26.14
+0.46%
 
BDAIX Baron Durable Advantage Institutional
26.14
+0.46%
 
ACFGX American Century Focused Dynamic Gr G
63.54
+0.46%
 
ACFOX American Century Focused Dynamic Gr Inv
59.38
+0.46%
 
ACFDX American Century Focused Dynamic Gr A
57.94
+0.45%
 
UANQX Victory Nasdaq 100 Index Class A
49.04
+0.45%
 
QALGX Federated Hermes MDT Large Cap Growth A
31.22
+0.45%
 
URNQX Victory Nasdaq 100 Index R6
49.32
+0.45%
 
UINQX Victory Nasdaq 100 Index Institutional
49.33
+0.45%
 
ACFCX American Century Focused Dynamic Gr R
56.52
+0.44%
 
PRBLX Parnassus Core Equity Investor
61.44
+0.44%
 
QILGX Federated Hermes MDT Large Cap Growth IS
34.20
+0.44%
 
PRILX Parnassus Core Equity Institutional
61.63
+0.44%
 
UCNQX Victory Nasdaq 100 Index C
47.94
+0.44%
 
SGGDX First Eagle Gold A
25.12
+0.44%
 
RYHOX Rydex NASDAQ-100 Fund
73.41
+0.44%
 
RYATX Rydex NASDAQ-100 Fund
73.43
+0.44%
 
OTPSX ProFunds NASDAQ-100 Svc
131.03
+0.44%
 
OTPIX ProFunds NASDAQ-100 Inv
170.14
+0.43%
 
BDAFX Baron Durable Advantage Retail
25.76
+0.43%
 
QCLGX Federated Hermes MDT Large Cap Growth C
23.46
+0.43%
 
USNQX Victory NASDAQ-100 Index
49.27
+0.43%
 
RYCOX Rydex NASDAQ-100 Fund
58.86
+0.43%
 
RYOCX Rydex NASDAQ-100 Fund
82.65
+0.43%
 
CTHRX Columbia Global Technology Growth Inst2
90.45
+0.42%
 
CMTFX Columbia Global Technology Growth Inst
88.24
+0.42%
 
CTCAX Columbia Global Technology Growth A
83.52
+0.42%
 
LGLOX Lord Abbett Growth Leaders F3
43.01
+0.42%
 
LGLVX Lord Abbett Growth Leaders R6
43.01
+0.42%
 
CGTUX Columbia Global Technology Growth Inst3
90.88
+0.42%
 
CTYRX Columbia Global Technology Growth Adv
89.61
+0.41%
 
CTHCX Columbia Global Technology Growth C
71.31
+0.41%
 
LGLCX Lord Abbett Growth Leaders C
34.68
+0.41%
 
LGLFX Lord Abbett Growth Leaders F
42.24
+0.40%
 
CVMRX Calvert Emerging Markets Equity R6
17.41
+0.40%
 
LGLIX Lord Abbett Growth Leaders I
42.62
+0.40%
 
LGLUX Lord Abbett Growth Leaders R5
42.64
+0.40%
 
ALGRX Alger Focus Equity I
68.04
+0.40%
 
LGLAX Lord Abbett Growth Leaders A
40.58
+0.40%
 
LGLSX Lord Abbett Growth Leaders R4
40.60
+0.40%
 
LGLQX Lord Abbett Growth Leaders R2
38.90
+0.39%
 
ALAFX Alger Focus Equity A
67.48
+0.39%
 
LGLRX Lord Abbett Growth Leaders R3
38.97
+0.39%
 
ALZFX Alger Focus Equity Z
70.26
+0.39%
 
ALGYX Alger Focus Equity Y
70.52
+0.38%
 
VLAAX Value Line Asset Allocation Investor
42.14
+0.38%
 
ALCFX Alger Focus Equity C
60.69
+0.38%
 
VLAIX Value Line Asset Allocation Instl
42.26
+0.38%
 
FJPTX Fidelity Advisor Japan M
16.42
+0.37%
 
FIQLX Fidelity Advisor Japan Z
16.63
+0.36%
 
CVMCX Calvert Emerging Markets Equity C
16.63
+0.36%
 
FJPIX Fidelity Advisor Japan I
16.80
+0.36%
 
PSLDX PIMCO StocksPLUS Long Duration Instl
16.96
+0.36%
 
CVMAX Calvert Emerging Markets Equity A
17.30
+0.35%
 
CVMIX Calvert Emerging Markets Equity I
17.46
+0.34%
 
ATEAX Anchor Risk Mgd Equity Strategies Adv
15.10
+0.33%
 
FJPCX Fidelity Advisor Japan C
16.09
+0.31%