Mutual Funds - Profile

American Funds Fundamental Investors

US > Large-Cap > Core

Rank

Universe Rank

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
  • $75.94
    +0.22
  • 52 Week HL
  • $79.28 - $56.93
  • Net Assets
  • $129485 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Feb 15, 2021

Company Holding
Microsoft Corporation 4.7
Broadcom Inc 4.5
Facebook Inc 2.6
Amazon Com 2.5
Comcast Corporation 2.0
Company Holding
Alphabet Inc 1.9
Netflix Inc 1.7
Philip Morris 1.6
TSMC 1.6
J P 1.5
Total 24.6%

Manager

  • Name
  • Julian N. Abdey
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Capital Research and Management Company

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
10.1 % YTD

  • 3 Year
  • 35.84%
  • 5 Year
  • 76.54%
  • Best
  • 33.56%
    2009
  • Worst
  • -39.57%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CFNFX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.1% -21.2% 11.6% -0.5% 6.6% 0.5% 1.6% 0.4% 8.7% 11.6% -
Q2 4.1% 17.3% 0.3% 4.8% 3.2% 3.4% 1.4% 5% 4.1% -4.4% -
Q3 -1.4% 6.7% -1.2% 4.7% 5.3% 4.2% -7.1% 0.5% 5.8% 6.3% -
Q4 1.2% 13.2% 5% -12.8% 6.4% 4.1% 8.2% 3% 10% 1.9% -

Returns +
M

J F M A M J J A S O N D
2021 -1.1% 3.9% 3.2% 4.3% 1.8% -1.9% 1.2% 2.4% -4.8% 1.2% - -
2020 -1.2% -6.9% -14.4% 11.8% 3.7% 1.2% 4.6% 5.7% -3.5% -2.4% 11.7% 3.8%

Annual Return

Index Comparison

Alpha

NAV