Nasdaq - Delayed Quote • USD
American Funds Fundamental Invs A (ANCFX)
At close: 8:01 PM EDT
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 | 33.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 37 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 5.92% |
| 5y Average Return | 11.62% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ANCFX | Category Average | ANCFX | Category Average | ANCFX | Category Average | |
| Alpha | -0.67 | -0.02 | -1.17 | -0.01 | -0.73 | -0.02 |
| BETA | 0.96 | 0.01 | 0.98 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.95 | 0.01 | 1.19 | 0.01 | 1.03 | 0.01 |
| R-squared | 96.46 | 0.95 | 97.08 | 0.95 | 96.62 | 0.95 |
| Standard Deviation | 17.34 | 0.19 | 18.27 | 0.15 | 15.03 | 0.14 |
| Sharpe Ratio | 0.5 | 0.01 | 0.67 | 0.01 | 0.72 | 0.01 |
| Treynor Ratio | 7.75 | 0.16 | 11.49 | 0.15 | 10.62 | 0.12 |
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