Nasdaq - Delayed Quote USD

American Funds Fundamental Invs R3 (RFNCX)

75.30 -0.69 (-0.91%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.79%
5y Average Return 11.46%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 18, 2024) 32.93%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 32.93%
Worst 3Y Total Return 5.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFNCX
Category
YTD
11.40%
14.84%
1-Month
4.19%
1.65%
3-Month
11.40%
7.55%
1-Year
32.03%
40.47%
3-Year
10.08%
16.77%
5-Year
13.04%
16.15%
10-Year
11.44%
13.21%
Last Bull Market
37.65%
24.09%
Last Bear Market
-15.86%
-17.61%

Annual Total Return (%) History

Year
RFNCX
Category
2024
--
--
2023
25.46%
--
2022
-16.95%
--
2021
22.08%
--
2020
14.58%
15.83%
2019
27.17%
28.78%
2018
-6.95%
-6.27%
2017
22.94%
20.44%

2016
12.14%
10.37%
2015
3.04%
-1.07%
2014
8.56%
10.96%
2013
31.09%
31.50%
2012
16.78%
14.96%
2011
-2.22%
-1.27%
2010
13.69%
14.01%
2009
32.93%
28.17%
2008
-39.90%
-37.79%
2007
13.16%
6.16%
2006
18.75%
14.17%
2005
11.26%
5.88%
2004
13.41%
10.02%
2003
31.45%
27.05%
2002
--
-22.25%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.40% -- -- --
2023 5.85% 7.77% -2.87% 13.23%
2022 -5.88% -15.86% -5.29% 10.73%
2021 6.22% 7.18% -1.28% 8.61%
2020 -20.97% 19.13% 6.84% 13.90%
2019 11.86% 2.72% -0.17% 10.87%
2018 -0.62% 2.43% 4.54% -12.56%
2017 6.51% 3.05% 5.12% 6.56%
2016 0.39% 3.32% 4.03% 3.93%
2015 1.53% 1.23% -7.19% 8.03%

2014 0.25% 4.88% 0.40% 2.83%
2013 8.60% 3.44% 6.23% 9.84%
2012 11.52% -3.72% 6.37% 2.25%
2011 6.50% -0.49% -17.00% 11.17%
2010 4.22% -11.51% 11.98% 10.09%
2009 -6.87% 17.06% 15.04% 5.99%
2008 -7.87% 0.41% -15.20% -23.38%
2007 2.39% 8.39% 3.10% -1.09%
2006 7.23% 1.30% 2.05% 7.13%
2005 -0.72% 1.36% 7.84% 2.53%
2004 1.60% 0.96% 0.79% 9.70%
2003 -5.88% 16.09% 3.60% 16.12%
2002 -17.64% 6.91% -- --

Rank in Category (By Total Return)

YTD 24
1-Month 15
3-Month 24
1-Year 15
3-Year 54
5-Year 68

Load Adjusted Returns

1-Year 32.03%
3-Year 10.08%
5-Year 13.04%
10-Year 11.44%

Performance & Risk

YTD Return 6.79%
5y Average Return 11.46%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 137.03B
YTD Return 11.40%
Yield 0.74%
Morningstar Rating
Inception Date Aug 01, 2008

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.

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