View mutual fund news, mutual fund market and mutual fund interest rates. 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. Neither Morningstar, its content providers nor Capital Group are responsible for any damages or losses arising from any use of this information. Use of this website is intended for U.S. residents only. Fundamental Investors. Yield as of 11/30/20 (updated monthly). Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. FR. Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the company’s weighting in the portfolio and index. The Growth Fund of America. 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. Add to watchlist. 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 … RFNGX | A complete American Funds Fundamental Investors;R6 mutual fund overview by MarketWatch. 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 Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Preservation, Tax Efficiency and Expense metrics. A measure of 100 indicates that all of the return can be explained by movements in the benchmark. Get our overall rating based on a fundamental assessment of the pillars below. Copyright © 2020 Capital Group. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The share prices of all of our equity funds and funds of funds decrease when a special dividend is paid. The American Funds Fundamental Investors A made its debut in July of 1978 and ANCFX has managed to accumulate roughly $51.38 billion in assets, as of the most recently available … S&P 500: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. ANCFX - American Funds Fundamental Investors … Investors should carefully consider investment objectives, risks, charges and expenses. Find our live American Funds Fundamental Investors® Class 529-a fund basic information. Read our explanation of. (updated quarterly), % of net assets as of 9/30/2020 Analyze the Fund American Funds Fundamental Investors ® Class C having Symbol AFICX for type mutual-funds and perform research on other mutual funds. The American Funds Fundamental Investors fund falls into Morningstar’s large-blend category. View mutual fund news, mutual fund market and mutual fund interest rates. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. Returns as of 11/30/20 (updated monthly). 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. 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. As of each fund's most recent prospectus. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. of net assets as of 9/30/2020 Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. American Funds has been helping investors pursue their savings goals since 1931. Figures shown are past results and are not predictive of results in future periods. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. View & analyze the CFNAX fund chart by total assets, risk rating, Min. 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. 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. Volatility & Return chart is not available for funds less than 10 years old. There may have been periods when the results lagged the index(es). 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 fund primarily invests in common stocks or securities convertible into common stocks, bonds, U.S. government securities and cash. These risks may be heightened in connection with investments in developing countries. Excludes certain securities in initial period of acquisition. Performance charts for American Funds Fundamental Investors (CFNEX) including intraday, historical and comparison charts, technical analysis and trend lines. Over a period of time, the shape and location of a fund's ownership zone may vary. investment, market cap and category. The American Funds Fundamental Investors A made its debut in July of 1978 and ANCFX has managed to accumulate roughly $51.38 billion in assets, as of … Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Notice: American Funds Tax-Advantaged Growth and Income Portfolio SM has been renamed, effective 1/1/20, ... Capital World Growth and Income Fund ® Fundamental Investors ® International Growth and Income Fund SM; The Investment Company of America ® Washington Mutual Investors Fund … 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. Returns for one year or less are not annualized, but calculated as cumulative total returns. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. (updated monthly), Percentage of net assets as of 9/30/2020 Class C shares have higher expenses than Class A shares and a 1% CDSC if shares are sold within the first year of purchase. Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. DE Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. It has the flexibility to invest a sizeable portion of its assets outside of the U.S. View mutual fund news, mutual fund market and mutual fund interest rates. Fundamental Investors ® (AFICX) VIEW A DIFFERENT FUND . Investing for short periods makes losses more likely. 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. It invests in companies with high-quality products and leading market shares with the underappreciated potential for growth in sales, earnings and dividends. 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. Michael T. Kerr will retire on 9/30/2020 and, effective 9/1/2020, will no longer manage money in the fund. 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, % The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. While an active share greater than zero is needed to provide returns above the benchmark, there is no indication a particular level of active share has resulted in higher returns than the fund's index. 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