American Funds Fundamental Investors’ flexible growth-and-income approach hasn’t stood out lately, but it should again. The fund’s cheaper shares retain their Morningstar Analyst Ratings of Silver while the pricier ones stay at Bronze.
Will RFNEX 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 RFNEX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RFNEX 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 RFNEX’s parent organization’s priorities and whether they’re in line with investors’ interests.