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American Funds Fundamental Invs C (AFICX)
As of 8:05 AM EDT. Market Open.
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.26% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 21.34% |
| 5y Average Return | 13.66% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| AFICX | Category Average | AFICX | Category Average | AFICX | Category Average | |
| Alpha | -1.02 | -0.01 | -1.51 | -0.01 | -1.53 | -0.01 |
| BETA | 0.97 | 0.01 | 0.97 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.96 | 0.01 | 1.22 | 0.01 | 0.99 | 0.01 |
| R-squared | 96.84 | 0.94 | 96.94 | 0.95 | 96.61 | 0.95 |
| Standard Deviation | 17.24 | 0.17 | 17.79 | 0.19 | 15.04 | 0.15 |
| Sharpe Ratio | 0.45 | 0 | 0.68 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 6.86 | 0.03 | 11.7 | 0.1 | 9.85 | 0.1 |
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