Nasdaq - Delayed Quote USD

American Funds Fundamental Invs R4 (RFNEX)

82.53
+2.32
+(2.89%)
At close: 8:02:09 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
0.25
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
--

Broker Availability

  • National Financial Services, LLC
  • Pershing Advisers Solutions, LLC
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Scottrade TF
  • TD Ameritrade Institutional
  • ADP Access
  • ADP Access Open Fund Architecture
  • Pershing LLC
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 134.72B
YTD Return -2.52%
Yield 1.04%
Morningstar Rating
Inception Date Feb 15, 2002

Performance & Risk

YTD Return -0.11%
5y Average Return 15.34%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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