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American Funds Fundamental Investors Class R-2E (RFEBX)

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77.43+0.90 (+1.18%)
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American Funds Fundamental Investors Class R-2E

Fundamental Investors Inc

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

San Francisco, CA 94120-7650

Management information
Dina N. Perry,Lead manager since 28 February 1993
Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. Prior to joining Capital Research in 1991, she was a senior portfolio manager with Neuberger & Berman, where she managed equity portfolios for pension funds and individuals. Before that, she was a vice president, portfolio manager, and chief economist at Chase Investors Management Corporation. Ms. Perry received both a BA and MA in economics from Queens College in New York City. She is based in Washington, D.C.
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 assets127.23B
YTD return16.15%
Morningstar rating★★
Inception date28 Aug 2014

Fund operations

Last dividend0.08
Last cap gain0.00
Holdings turnover48.00%
Average for categoryN/A

Fees and expenses

ExpenseRFEBXCategory average
Annual report expense ratio (net)1.08%0.84%
Prospectus net expense ratio1.08%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 fee0.60%N/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection343N/A
5-yr expense projection595N/A
10-yr expense projection1,317N/A