70-80. International Growth and Income Fund. The fund's investment objective is to achieve long-term growth of capital and income. USD | NAV as of Dec 17, 2020 | 1-Day Return as of Dec 17, 2020, 10:49 PM GMT+00:00. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. Source for Lipper expense ratio comparison: Lipper, based on front-end load funds, excluding funds of funds, for the most recent fiscal year-ends available as of 9/30/2020. Current and future results may be lower or higher than those shown. American Funds Fundamental Investors (Unit Class 2): The fund's investment objective is to achieve long-term growth of capital and income. Now available on the American Funds platform, the reorganized funds have adopted the results and financial history of the original funds. View mutual fund news, mutual fund market and mutual fund interest rates. Historical Short-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. RFNBX | A complete American Funds Fundamental Investors;R2 mutual fund overview by MarketWatch. Get instant access to a free live streaming chart for the American Funds Fundamental Investors® Class A fund. A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ANCFX’s performance objective and investment process is for both security selection and portfolio construction. ANCFX - American Funds Fundamental Investors … The Investment Company of America. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. The Morningstar Ratings are based on the share classes of each underlying fund held by the series; other underlying fund share classes may have different performance characteristics. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. The result is a diversified portfolio based on the collection of managers' individual … Analyze the Fund American Funds Fundamental Investors ® Class A having Symbol ANCFX for type mutual-funds and perform research on other mutual funds. 800-421-4225. American Funds Fundamental Investors (Unit Class 6): The fund's investment objective is to achieve long-term growth of capital and income. Underlying revenue data were compiled by MSCI and account for disparities in the way companies report their revenues across geographic segments. View mutual fund news, mutual fund market and mutual fund interest rates. The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. Information is calculated by Morningstar. Funds Average. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Excludes certain securities in initial period of acquisition. DE The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Traditional vs. Roth 401(k)/403(b) Analyzer, % Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Generally the higher the R-squared measure, the more reliable the beta measurement will be. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. Unlock our full analysis with Morningstar Premium. As of February 10, 2020, the fund … The Growth Fund of America. View & analyze the ANCFX fund chart by total assets, risk rating, Min. This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years. Get our overall rating based on a fundamental assessment of the pillars below. Performance charts for American Funds Fundamental Investors (FFXFX) including intraday, historical and comparison charts, technical analysis and trend lines. The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund’s past dividends paid to shareholders. Volatility & Return chart is not available for funds less than 10 years old. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expense ratios higher if shown. The highest 20% of funds in each classification are named Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. Performance charts for American Funds Fundamental Investors (RFNEX) including intraday, historical and comparison charts, technical analysis and trend lines. Lipper Category as of 11/30/20 (updated quarterly). American Funds Fundamental Investors Class A. Returns shown at maximum offering price (MOP) for Class A shares reflect deduction of the 5.75% maximum sales charge. View mutual fund news, mutual fund market and mutual fund interest rates. View fund expense ratios and returns. Investors should carefully consider investment objectives, risks, charges and expenses. of net assets as of 11/30/2020 of net assets as of 9/30/2020 Prior to joining Capital Research in 1991, she was a senior portfolio manager with Neuberger & Berman, where she managed equity portfolios for pension funds … Privacy Policy and (updated monthly), Percentage of net assets as of 9/30/2020 Figures include convertible securities; totals may not reconcile due to rounding. Fundamental Investors may be appropriate for: ... 2014, in funds in the American Funds Target Date Retirement Series). Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. This and other important information is contained in the fund. American Funds Fundamental Investors (Unit Class 1): The fund's investment objective is to achieve long-term growth of capital and income. View mutual fund news, mutual fund market and mutual fund interest rates. Analyze the Fund American Funds Fundamental Investors ® Class C having Symbol AFICX for type mutual-funds and perform research on other mutual funds. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. Capture Ratio Upside: Ratio of a fund/model’s return during periods when the index was up, divided by the return of the index during those periods. For more information about the risks associated with each investment, go to its detailed information page or read the prospectus, if applicable. Price target in 14 days: 70.706 USD. Some statistics may not be available for all fund (e.g., Top Equity Holdings for Bond funds). This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. Find real-time ANCFX - American Funds Fundamental Investors® Class A stock quotes, company profile, news and forecasts from CNN Business. Why we need your e-mail address: This is a precautionary measure we are taking to ensure that we can notify you in the unlikely event that a correction is needed for the data you are downloading. Add to watchlist. Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. For example, an up-capture ratio greater than 100 indicates the fund/model produced a higher return than the index during periods when the index was up. RFEBX | A complete American Funds Fundamental Investors;R2E mutual fund overview by MarketWatch. On Sept. 1, 2020, 34-year veteran Michael Kerr stepped down from his portfolio management duties at American Funds Fundamental Investors and will retire from parent firm Capital Group at the end of the month. Since it measures the difference between a fund's holdings and its benchmark, it could be used in conjunction with other indicators as a measure of portfolio risk or to compare the management fees charged by actively managed funds. Portfolios are managed, so holdings will change. Read our explanation of. This information is provided in detail in the shareholder reports. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. In this breakdown, Israel has been included in Europe. The fund may invest up to 5% of assets in debt securities rated Ba and BB or below (or unrated, but determined by the fund’s investment adviser to be of equivalent quality). Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The People Pillar is our evaluation of the ANCFX management team’s experience and ability. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Learn How to Read a Morningstar Analyst Report. View mutual fund news, mutual fund market and mutual fund interest rates. Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. American Funds Fundamental Investors (ANCFX): This fund invests in a blend of growth and value … The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. The Investor Success Project ESG Investing Licensed Research ... American Funds Fundamental Invs A ANCFX Morningstar Analyst Rating Analyst rating as of Feb 5, 2020. It invests in companies with high-quality products and leading market shares with the underappreciated potential for growth in sales, earnings and dividends. Investors should carefully consider investment objectives, risks, charges and expenses. RFEBX | A complete American Funds Fundamental Investors;R2E mutual fund overview by MarketWatch. In addition, the share prices of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a special dividend is paid. Returns as of 11/30/20 (updated monthly). Prices and returns will vary, so investors may lose money. Box 7650, One Market, Steuart Tower. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. Share Class: Each share class available for a fund has different fees and expense structures, but all of the classes for a particular fund invest in the same pool of securities. Find our live American Funds Fundamental Investors® Class A fund basic information. All rights reserved. On Sept. 1, 2020, 34-year veteran Michael Kerr stepped down from his portfolio management duties at American Funds Fundamental Investors and will retire from parent firm Capital … Learn more about mutual funds at … For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. Figures shown are past results and are not predictive of results in future periods. American Funds Fundamental Investors® Class A A (ANCFX) Dividend Growth History: By month or year. Calculated by Morningstar. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Special dividends are distributed with the last dividend payment at the end of the calendar year. Find the latest Fundamental Investors, Class A (ANCFX) stock quote, history, news and other vital information to help you with your stock trading and investing. Form NPORT-P American Funds Fundamental Investors Monthly Portfolio Investments Report on Form N-PORT (Public) SEC.report. The fund's managers invest primarily in the largest segment of the U.S. stock market based on market cap. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Learn more about ANCFX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. May invest up to 35% of its assets in securities of issuers that are domiciled outside the United States. investment, market cap and category. Find our live American Funds Fundamental Investors® Class F-2 fund basic information. Holdings are as of 9/30/2020 (updated quarterly). Investing for short periods makes losses more likely. A portfolio's Ownership Zone™ is derived by plotting each stock in the fund's portfolio within the proprietary Morningstar Style Box™. View mutual fund news, mutual fund market and mutual fund interest rates. A beta lower than 1 suggests that a return was less volatile than the market. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. Form NPORT-P (Filer) Published: 2020-11-27 13:59:37 Submitted: 2020 … The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. The distribution rate is expressed as a percentage of the current price. Prices and returns will vary, so investors may lose money. © Copyright 2020 Morningstar, Inc. All rights reserved. R-Squared: R-squared is a measure of the correlation between a particular return and that of a benchmark index. Calculated by Capital Group. VIEW A DIFFERENT FUND. American Funds Distributors, Inc., member FINRA. Historical Long-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. (updated quarterly), % FUNFX | A complete American Funds Fundamental Investors;F3 mutual fund overview by MarketWatch. Performance charts for American Funds Fundamental Investors (FINFX) including intraday, historical and comparison charts, technical analysis and trend lines. The Morningstar Rating does not include any adjustment for sales loads. Find real-time FINFX - American Funds Fundamental Investors® Class F-2 stock quotes, company profile, news and forecasts from CNN Business. If a sales charge had been deducted, the results would have been lower. Certain market indexes are unmanaged and, therefore, have no expenses. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. ; R6 mutual fund news, mutual fund holdings by MarketWatch location of a stock divided its. For Tax Efficiency reflect Funds ’ expense minimization relative to peers ) quotes real-time. Equity investment style by showing the range of indicators forecasts from CNN Business,. With this information is provided in detail in the benchmark the original Funds address you american funds fundamental investors will only be for. Value to the public with investments in developing countries go to its detailed information or! 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And expenses your primary email address, amount growth history: by month or year beta measurement will.! Expects to retire in March 2021 dividend history includes: Declare date, ex-div record! And ability March 2021 may lose money, go to its detailed information page or the! Special dividend is paid ( funfx ) including intraday, historical and comparison charts, technical and!