Nasdaq - Delayed Quote USD

American Funds Fundamental Invs F2 (FINFX)

85.70 +0.59 (+0.69%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 21.65%
5y Average Return 14.97%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Sep 26, 2024) 33.72%
Worst 1Y Total Return (Sep 26, 2024) --
Best 3Y Total Return 33.72%
Worst 3Y Total Return 5.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FINFX
Category
YTD
18.55%
5.31%
1-Month
1.89%
-4.19%
3-Month
6.26%
3.90%
1-Year
28.25%
20.31%
3-Year
9.02%
6.48%
5-Year
14.72%
11.78%
10-Year
11.96%
10.96%
Last Bull Market
29.05%
25.56%
Last Bear Market
-15.75%
-15.11%

Annual Total Return (%) History

Year
FINFX
Category
2024
--
--
2023
26.15%
22.32%
2022
-16.49%
-16.96%
2021
22.74%
26.07%
2020
15.20%
15.83%
2019
27.87%
28.78%
2018
-6.43%
-6.27%
2017
23.57%
20.44%

2016
12.77%
10.37%
2015
3.60%
-1.07%
2014
9.18%
10.96%
2013
31.80%
31.50%
2012
17.39%
14.96%
2011
-1.67%
-1.27%
2010
14.32%
14.01%
2009
33.72%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.54% 2.95% -- --
2023 6.01% 7.90% -2.74% 13.39%
2022 -5.74% -15.75% -5.17% 10.89%
2021 6.36% 7.34% -1.15% 8.76%
2020 -20.87% 19.30% 6.99% 14.06%
2019 12.02% 2.85% -0.03% 11.02%
2018 -0.48% 2.57% 4.68% -12.43%
2017 6.63% 3.18% 5.27% 6.69%
2016 0.53% 3.46% 4.19% 4.07%
2015 1.65% 1.37% -7.05% 8.17%

2014 0.42% 5.02% 0.54% 2.97%
2013 8.76% 3.60% 6.36% 9.97%
2012 11.64% -3.57% 6.53% 2.37%
2011 6.65% -0.37% -16.88% 11.33%
2010 4.38% -11.41% 12.14% 10.25%
2009 -6.71% 17.19% 15.25% 6.13%
2008 -23.29% -- -- --

Rank in Category (By Total Return)

YTD 43
1-Month 74
3-Month 70
1-Year 17
3-Year 30
5-Year 52

Load Adjusted Returns

1-Year 28.25%
3-Year 9.02%
5-Year 14.72%
10-Year 11.96%

Performance & Risk

YTD Return 21.65%
5y Average Return 14.97%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 139.21B
YTD Return 18.55%
Yield 1.15%
Morningstar Rating
Inception Date Oct 30, 2020

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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