Morningstar

American Funds Fundamental Investors® Class R-5E RFNHX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 102.70  /  +0.17 %
  • Total Assets 181.2B
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.75%
  • Turnover 26%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RFNHX

Will RFNHX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RFNHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RFNHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RFNHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broad approach to large-blend.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds Fundamental Investors allows its talented managers the flexibility to play to their strengths, making it a good option for investors.

by Stephen Welch
Rated on Published on

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Portfolio Holdings RFNHX

More RFNHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.94 9B
Technology

Microsoft Corp

4.58 7B
Technology

Philip Morris International Inc

3.99 6B
Consumer Defensive

Alphabet Inc Class C

3.64 6B
Communication Services

NVIDIA Corp

3.61 6B
Technology

Capital Group Central Cash Fund

3.31 5B
Cash and Equivalents

Amazon.com Inc

2.80 4B
Consumer Cyclical

Meta Platforms Inc Class A

2.37 4B
Communication Services

British American Tobacco PLC

2.29 4B
Consumer Defensive

TransDigm Group Inc

2.17 3B
Industrials

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