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American Funds Fundamental Invs A (ANCFX)

87.37 -0.67 (-0.76%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 88.04
  • YTD Return 20.53%
  • Expense Ratio 0.60%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 140.34B
  • Beta (5Y Monthly) 0.97
  • Yield 0.95%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.51
  • 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

140.34B

Net Assets

2020-10-30

Inception Date

Performance Overview: ANCFX

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Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

ANCFX
20.53%
Category
5.31%
?

1-Year Return

ANCFX
39.41%
Category
20.31%
?

3-Year Return

ANCFX
9.09%
Category
6.48%
?

5-Year Return

ANCFX
13.90%
Category
11.78%
?

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Holdings: ANCFX

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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: ANCFX

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Research Reports: ANCFX

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