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American Funds Fundamental Invs R5 (RFNFX)
84.48
-0.19
(-0.22%)
At close: 8:02:10 PM EDT
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 | 31.87% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.85% |
| 5y Average Return | 16.40% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RFNFX | Category Average | RFNFX | Category Average | RFNFX | Category Average | |
| Alpha | 1.52 | -0.01 | 0.23 | -0.01 | -0.3 | -0.01 |
| BETA | 0.96 | 0.01 | 0.95 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 1.17 | 0.01 | 1.29 | 0.01 | 1.01 | 0.01 |
| R-squared | 96.29 | 0.94 | 96.06 | 0.95 | 96.41 | 0.95 |
| Standard Deviation | 16.07 | 0.17 | 15.67 | 0.19 | 15.13 | 0.15 |
| Sharpe Ratio | 0.59 | 0 | 0.81 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 9.22 | 0.03 | 13 | 0.1 | 9.94 | 0.1 |
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