• American Funds Fundamental Investors

American Funds

  • US
  • Large-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

American Funds Fundamental Investors

ANCFX

Summary

The fund seeks primarily capital appreciation and secondarily current income by investing in companies in the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The adviser’s investment process is designed to identify undervalued companies not yet recognized by the market but estimated to have strong growth potential.

The research team also considers companies with high-quality products and expanding market shares demonstrating potential for growth in sales, earnings and dividends.

In addition, the team More

Price

Last Close

$79.69 ( +0.41 )

52 Week HL

$79.69 - $56.99

Net Assets

$129485 M

Expense Ratio

0.28 %

Sector Allocation

Nov 30, -0001

Top 10 Holdings

Feb 15, 2021

Company Name

  • Microsoft Corporation
  • Broadcom Inc
  • Facebook Inc
  • Amazon Com
  • Comcast Corporation

Holding

  • 4.7
  • 4.5
  • 2.6
  • 2.5
  • 2.0

Company Name

  • Alphabet Inc
  • Netflix Inc
  • Philip Morris
  • TSMC
  • J P
  • Total

Holding

  • 1.9
  • 1.7
  • 1.6
  • 1.6
  • 1.5
  • 24.6%

Manager

Name

Julian N. Abdey

Leadership

Single Manager

Tenure

2003

Advisor

Capital Research and Management Company

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

15.2 %

3 Year

52.74%

5 Year

82.88%

Best

34.2%
1995

Worst

-39.68%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.1% -21.2% 12% -0.5% 6.6% 0.5% 1.6% 0.4% 8.7% 11.6% -
Q2 4.1% 17.3% 0.3% 4.8% 3.1% 3.4% 1.3% 5% 4.1% -4.4% -
Q3 4.3% 6.7% -1.2% 4.7% 5.2% 4.1% -7.1% 0.5% 5.8% 6.2% -
Q4 - 13.1% 5% -12.9% 6.4% 4% 8.2% 3% 10% 1.9% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.1% 3.9% 3.3% 4.3% 1.8% -1.9% 1.2% 2.4% 0.7% - - -
2020 -1.2% -6.9% -14.4% 11.8% 3.7% 1.2% 4.5% 5.7% -3.4% -2.4% 11.6% 3.9%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    14%19%29%-7%19%10%-1%11%30%14%-1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
ANCFX 15%12%19%-7%23%13%3%9%32%17%-2%
Russell 1000 14%19%29%-7%19%10%-1%11%30%14%-1%
Alpha 1%-7%-10%-0%4%3%4%-2%1%3%-1%

ANCFX Russell 1000

Chart +