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American Funds Fundamental Invs A (ANCFX)
As of 8:06 AM EST. 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 | 33.36% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 37 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 24.60% |
| 5y Average Return | 14.26% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| ANCFX | Category Average | ANCFX | Category Average | ANCFX | Category Average | |
| Alpha | 0.14 | -0.01 | -0.84 | -0.01 | -0.61 | -0.01 |
| BETA | 0.97 | 0.01 | 0.97 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.85 | 0.01 | 1.22 | 0.01 | 1.04 | 0.01 |
| R-squared | 96.81 | 0.94 | 96.98 | 0.95 | 96.65 | 0.95 |
| Standard Deviation | 17.03 | 0.17 | 17.81 | 0.19 | 15.06 | 0.15 |
| Sharpe Ratio | 0.37 | 0 | 0.68 | 0.01 | 0.71 | 0.01 |
| Treynor Ratio | 5.22 | 0.03 | 11.73 | 0.1 | 10.49 | 0.1 |
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