Firm veteran Diana Wagner will become American Funds Fundamental Investors’ eighth named portfolio manager on March 1, 2022. This news does not alter the strategy’s Morningstar Analyst Rating range of Silver to Bronze, depending on share class fees.
Will RFNAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RFNAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RFNAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RFNAX’s parent organization’s priorities and whether they’re in line with investors’ interests.