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Morningstar

American Funds Fundamental Invs F2 FINFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 70.91  /  0.80 %
  • Total Assets 120.0 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.53%
  • Turnover 27%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:16 PM GMT+0

Morningstar’s Analysis FINFX

Will FINFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FINFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FINFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FINFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flexible approach to large-blend equities.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

While American Funds Fundamental Investors’ management team has changed recently, its flexible growth-and-income approach and deep analytical resources earn its cheapest share classes a Morningstar Analyst Rating of Silver. Its pricier classes stay at Bronze.

by Stephen Welch
Rated on Published on

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Portfolio Holdings FINFX

More FINFX Holdings
  • Current Portfolio Date
  • Equity Holdings 260
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.39
6,044,316,710
Technology

Microsoft Corp

5.38
6,037,163,050
Technology

Alphabet Inc Class C

2.85
3,191,791,442
Communication Services

Capital Group Central Cash Fund

2.57
2,880,993,007
Cash and Equivalents

Philip Morris International Inc

2.53
2,836,886,075
Consumer Defensive

Meta Platforms Inc Class A

2.35
2,634,074,963
Communication Services

UnitedHealth Group Inc

1.82
2,041,741,606
Healthcare

TransDigm Group Inc

1.75
1,957,595,253
Industrials

Applied Materials Inc

1.74
1,949,077,917
Technology

Novo Nordisk A/S Class B

1.44
1,611,616,836
Healthcare