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American Funds Fundamental Invs R5 RFNFX

Analyst rating as of
NAV / 1-Day Return
62.47  /  1.20 %
Total Assets
108.8 Bil
Adj. Expense Ratio
0.330%
Expense Ratio
0.330%
Distribution Fee Level
Low
Share Class Type
Retirement, Large
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.81%
Turnover
25%

Morningstar’s Analysis RFNFX

Will RFNFX outperform in future?

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

An Upcoming Manager Retirement on American Funds Fundamental Investors Does Not Change Our View

Director

Summary

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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.

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