Nasdaq - Delayed Quote USD

American Funds Fundamental Invs R4 (RFNEX)

75.33 -0.69 (-0.91%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
--

Broker Availability

  • National Financial Services, LLC
  • Pershing Advisers Solutions, LLC
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Scottrade TF
  • TD Ameritrade Institutional
  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing LLC
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

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.

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 137.03B
YTD Return 11.47%
Yield 0.99%
Morningstar Rating
Inception Date Aug 01, 2008

Performance & Risk

YTD Return 6.87%
5y Average Return 11.79%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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