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.
- NAV / 1-Day Return 64.47 / 1.12 %
- Total Assets 112.3 Bil
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Adj. Expense Ratio
- 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.