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American Funds Fundamental Invs R1 RFNAX

Analyst rating as of
NAV / 1-Day Return
55.79  /  1.73 %
Total Assets
98.3 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Average
Longest Manager Tenure
29.58 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
0.54%
Turnover
25%

Morningstar’s Fund Analysis RFNAX

Will RFNAX outperform in future?

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

Manager Addition at American Funds Fundamental Investors; Ratings Unchanged

Director

Analyst Note

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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.

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