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American Funds Fundamental Investors (ANCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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70.93+0.55 (+0.78%)
At close: 08:01PM EST

American Funds Fundamental Investors

San Francisco, CA 94120-7650

P.O. Box 7650, One Market, Steuart Tower

Fundamental Investors Inc

Management information
,Lead manager since 28 February 2022
Diana Wagner is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers U.S. healthcare services. She has 23 years of investment experience and has been with Capital Group for 19 years. Earlier in her career as an analyst, she also covered global semiconductor equipment and paper & forest products companies. Prior to joining Capital, Diana was at ING Barings in London and at SBC Warburg in New York. She holds an MBA from Columbia Business School and a bachelor’s degree in art history from Yale University. Diana is based in New York.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyAmerican Funds
Net assets109.52B
YTD return18.88%
Yield1.46%
Morningstar rating★★★
Inception date31 Jul 2008

Fund operations

Last dividend0.51
Last cap gain32.00
Holdings turnover27.00%
Average for categoryN/A

Fees and expenses

ExpenseANCFXCategory average
Annual report expense ratio (net)0.39%0.84%
Prospectus net expense ratio0.39%N/A
Prospectus gross expense ratio0.39%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A