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American Funds Fundamental Invs R3 RFNCX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 64.47  /  1.12 %
  • Total Assets 112.3 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.12%
  • Turnover 25%

Morningstar’s Analysis RFNCX

Will RFNCX outperform in future?

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

A flexible approach to large-blend equities.

Senior Analyst

Summary

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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.

Unlock our full analysis with Morningstar Investor