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American Funds Fundamental Invs R5 (RFNFX)
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87.28 - YTD Return 20.78%
- Expense Ratio 0.33%
- Category Large Blend
- Last Cap Gain 42.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 140.34B
- Beta (5Y Monthly) 0.97
- Yield 1.18%
- 5y Average Return --
- Holdings Turnover 28.00%
- Last Dividend 0.66
- 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
140.34B
Net Assets
2020-10-30
Inception Date
Performance Overview: RFNFX
View MoreTrailing returns as of 11/20/2024. Category is Large Blend.
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Holdings: RFNFX
View MoreTop 9 Holdings (29.62% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRFNFX
Technology 27.64%
Industrials 13.10%
Healthcare 12.67%
Financial Services 11.37%
Consumer Cyclical 8.76%
Communication Services 8.04%
Consumer Defensive 7.13%
Utilities 3.28%
Energy 3.23%
Basic Materials 3.10%
Real Estate 1.68%
Recent News: RFNFX
View MoreResearch Reports: RFNFX
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