Guide To American Funds Fundamental Investors F1 (AFIFX)

American Funds Fundamental Investors F1 (AFIFX - Free Report) a Zacks Rank #2 (Buy) invests in common stocks or securities convertible into common stocks, bonds, U.S. government securities and cash. The fund may invest up to 30% of assets in securities of issuers based outside the United States and not included in the S&P 500.

This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and High Yield Bond. As of the last filing, Amazon.com Inc. (AMZN), Microsoft Corp. (MSFT) and Broadcom Corp. (BRCM) were the top holdings for AFIFX.

The American Funds Fundamental Investors F1 fund, managed by American Funds, carries an expense ratio of 0.69%. Moreover, AFIFX requires a minimal initial investment of $250.

AFIFX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 12.45%, 3 year 7.78% and 5 year 14.02%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

AFIFX’s performance, as of the last filing, when compared to funds in its category was in the top 44% in 1 year, top 24% over the past 3 years, and in the 24% over the past 5 years.

 

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