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Nasdaq - Delayed Quote USD

American Funds Fundamental Invs R5E (RFNHX)

74.35
-0.15
(-0.20%)
At close: April 17 at 8:02:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.38%
5y Average Return 14.27%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2025) 27.84%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 27.84%
Worst 3Y Total Return 5.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFNHX
Category
YTD
-3.17%
5.31%
1-Month
-4.99%
-4.19%
3-Month
-3.17%
3.90%
1-Year
7.00%
20.31%
3-Year
10.03%
6.48%
5-Year
17.52%
11.78%
10-Year
11.63%
10.96%
Last Bull Market
16.94%
25.56%
Last Bear Market
-15.76%
-15.11%

Annual Total Return (%) History

Year
RFNHX
Category
2025
--
--
2024
23.23%
--
2023
26.07%
22.32%
2022
-16.54%
-16.96%
2021
22.71%
26.07%
2020
15.14%
15.83%
2019
27.84%
28.78%
2018
-6.46%
-6.27%

2017
23.55%
20.44%
2016
12.62%
10.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.17% -- -- --
2024 11.52% 2.93% 5.57% 1.69%
2023 5.97% 7.89% -2.73% 13.35%
2022 -5.76% -15.76% -5.18% 10.87%
2021 6.36% 7.32% -1.15% 8.75%
2020 -20.87% 19.26% 6.99% 14.04%
2019 12.02% 2.85% -0.05% 11.02%
2018 -0.47% 2.55% 4.67% -12.45%
2017 6.62% 3.18% 5.27% 6.67%
2016 0.50% 3.42% 4.14% 4.04%

Rank in Category (By Total Return)

YTD 31
1-Month 28
3-Month 31
1-Year 42
3-Year 10
5-Year 55

Load Adjusted Returns

1-Year 7.00%
3-Year 10.03%
5-Year 17.52%
10-Year 11.63%

Performance & Risk

YTD Return -7.38%
5y Average Return 14.27%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 134.39B
YTD Return -3.17%
Yield 1.25%
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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