Fundamental investors american funds

Fundamental investors american funds DEFAULT

The fund's investment objective is to achieve long-term growth of capital and income.

The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.

*Fund expenses are as of each fund’s prospectus. Please see the fund’s most recent prospectus for details.
†You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.

*Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.

Investment results reflect the deduction of applicable fees and expenses and the reinvestment of all distributions. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.

In applying any particular asset allocation model to your own individual situation, you should consider your other assets, income and investments. For example, in addition to your retirement plan investments, you should consider any investments (including those in an Individual Retirement Account) and savings accounts.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.

Fund results and expense ratio information listed above apply to Class A shares only. The results and expense ratio information for the investments in your plan may differ.

SIMPLE IRA and SEP plans only:
Additional share class options are available without an up-front sales charge. There is no sales charge on Class A shares for plans with over $1 million invested in American Funds. Class C shares have higher expenses than Class A shares and a 1% CDSC if shares are sold within the first year of purchase. Class C shares convert to Class A shares after 8 years. Prior to 6/30/2020, Class C shares converted to Class F-1 shares after 10 years. Your financial professional can help you decide which option is best for you.

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.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. You can find a link to the prospectus at the top of the page.

Use of this website is intended for U.S. residents only.

American Funds Distributors, Inc., member FINRA.


A bevy of team transitions and remaining uncertainty have dropped the Morningstar Analyst Rating of American Funds Fundamental Investors' cheapest shares to Silver and it pricier ones to Bronze, but this fund's flexible profile still makes it an attractive option.

Although the fund's seven named managers are an impressive group, lineup changes have been considerable since 2018. The fund has seen three departures, including two retirements, and has publicly named four managers and added an analyst group. Even so, unnamed managers still collectively oversee at least a tenth of the fund's assets, which is more than usual, and creates some uncertainty about this team's identity.

American's record of eventually finding the right talent mix adds reassurance, though, as does the managers' latitude here to invest in line with their best ideas. It starts with an income target focused on matching rather than exceeding the S&P 500's yield (recently about 1.7%), which means the fund can own non-dividend-paying growth stocks, such as top-five holding Facebook FB.

The managers also have more freedom to cross geographic boundaries than do most large-blend Morningstar Category peers. Indeed, they regularly take advantage of the fund’s ability to stash up to 35% of its assets in non-U.S. stocks. As of year-end 2020, the fund's top-decile 20% international stake included top-15 holding Taiwan Semiconductor Manufacturing Company TSM.

The fund's tendency to tread heavily overseas and willingness to differ from the benchmark and most peers in other ways can make it look out of step over prolonged periods, as it has the past three years. Although TSMC helped the fund in 2020, for example, non-U.S. exposure was a headwind overall. Underweighting Apple AAPL also hurt as concerns about its anemic growth in earnings before interest and taxes kept most of the managers away.

Prior to its recent slump, however, the fund had beaten the benchmark for three straight years, including 2016, when its valuation-sensitive style came back into favor. Over the long term, this fund should reward patient investors.

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  • Total Return
  • Consistent Return
  • Preservation
  • Tax Efficiency
  • Expense


S&P 50017.4227.2819.0517.5216.13
% Rank in Category8967797458
Quintile Rank54443

Fund Details

Fund Details

  • Category
    Large-Cap Core

  • Portfolio Style
    Growth & Income

  • Expense Ratio

  • Status

  • Initial Purchase Regular

  • Load Type

  • Front End Load

  • Back End Load

Investment Policy

The Fund seeks to provide income over time by investing primarily in common stocks of large, established companies that offer growth potential at reasonable prices. The Fund may also invest significantly in non-US securities.

Management Details

  • Manager Name/Start Year
    Team Managed(N/A)

  • Inception Date

  • Phone Number

No news for ANCFX in the past two years.
Capital Gains
2020 $1.02 $0.78
2019 $0.94 $3.61
2018 $0.99 $4.75
2017 $0.91 $3.90
2016 $0.87 $1.70
2015 $0.77 $2.32
2014 $0.96 $3.56
2013 $0.65 $0.92
2012 $0.65 -
2011 $0.62 -
Why Every Investor Should Own This Fund!

American Funds Fundamental Investors;A


CategoryLarge-Cap Core
Portfolio StyleGrowth & Income
Fund FamilyAmerican Funds Cl A
Fund StatusOpen
Fund InceptionAugust 1, 1978

Team Managed

The Fund seeks to provide income over time by investing primarily in common stocks of large, established companies that offer growth potential at reasonable prices. The Fund may also invest significantly in non-US securities.

Front load5.75%
Deferred loadN/A
Max. redemption feeN/A
Total expense ratio0.61%
12 b-10.25%
Standard deviation5.25
R. squared0.97
Standard (taxable)$250
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
  • 1Large-Cap Core Funds
  • 23, 5 and 10 Year Returns are Annualized

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American funds investors fundamental


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