Nasdaq - Delayed Quote USD

American Funds Fundamental Invs C (AFICX)

85.62 -0.75 (-0.87%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 86.37
  • YTD Return 20.37%
  • Expense Ratio 1.35%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 141.88B
  • Beta (5Y Monthly) 0.97
  • Yield 0.29%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.06
  • Inception Date Oct 30, 2020

The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

American Funds

Fund Family

Large Blend

Fund Category

141.88B

Net Assets

2020-10-30

Inception Date

Performance Overview: AFICX

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Trailing returns as of 10/23/2024. Category is Large Blend.

YTD Return

AFICX
20.37%
Category
5.31%
?

1-Year Return

AFICX
36.14%
Category
20.31%
?

3-Year Return

AFICX
10.51%
Category
6.48%
?

5-Year Return

AFICX
13.83%
Category
11.78%
?

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Holdings: AFICX

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Top 9 Holdings (29.62% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 6.67%
MSFT
Microsoft Corporation 5.48%
PM
Philip Morris International Inc. 3.11%
META
Meta Platforms, Inc. 2.83%
TDG
TransDigm Group Incorporated 2.82%
AMZN
Amazon.com, Inc. 2.59%
GOOG
Alphabet Inc. 2.45%
UNH
UnitedHealth Group Incorporated 2.09%
AAPL
Apple Inc. 1.58%

Sector Weightings

Recent News: AFICX

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Research Reports: AFICX

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