Nasdaq - Delayed Quote USD

American Funds Fundamental Invs 529-F-2 (FFXFX)

85.26
-0.14
(-0.16%)
At close: February 14 at 8:00:45 PM EST
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DELL
  • Previous Close 85.40
  • YTD Return 4.30%
  • Expense Ratio 0.37%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 145.98B
  • Beta (5Y Monthly) 0.95
  • Yield 1.21%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 1.09
  • Inception Date Oct 30, 2020

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

Fund Family

Large Blend

Fund Category

145.98B

Net Assets

2020-10-30

Inception Date

Performance Overview: FFXFX

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Trailing returns as of 2/14/2025. Category is Large Blend.

YTD Return

FFXFX
4.30%
Category
5.31%
 

1-Year Return

FFXFX
27.22%
Category
20.31%
 

3-Year Return

FFXFX
12.83%
Category
6.48%
 

5-Year Return

FFXFX
14.11%
Category
11.78%
 

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Holdings: FFXFX

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Sector Weightings

SectorFFXFX
Technology   29.77%
Industrials   11.93%
Healthcare   10.61%
Utilities   3.24%
Energy   3.17%
Real Estate   1.51%

Recent News: FFXFX

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Research Reports: FFXFX

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