Nasdaq - Delayed Quote USD
American Funds Fundamental Invs 529-F-3 (FEEFX)
78.52
+0.10
+(0.13%)
As of 8:05:44 AM EDT. Market Open.
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 | 26.19% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -2.43% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FEEFX | Category Average | FEEFX | Category Average | FEEFX | Category Average | |
| Alpha | 1.14 | -0.01 | -0.14 | -0.01 | -0.48 | -0.01 |
| BETA | 0.96 | 0.01 | 0.95 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.93 | 0.01 | 1.47 | 0.01 | 1.01 | 0.01 |
| R-squared | 96.84 | 0.94 | 96.52 | 0.95 | 96.43 | 0.95 |
| Standard Deviation | 16.93 | 0.17 | 16.35 | 0.19 | 15.14 | 0.15 |
| Sharpe Ratio | 0.39 | 0 | 0.91 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 5.74 | 0.03 | 15.6 | 0.1 | 9.96 | 0.1 |
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