American Funds Fundamental Investors® Class C
AFICX
NASDAQ
Weiss Ratings | AFICX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | AFICX-NASDAQ | Click to Compare |
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Provider | Capital Group | |||
Manager/Tenure (Years) | Brady L. Enright (19), Mark L. Casey (14), Mathews Cherian (10), 5 others | |||
Website | http://capitalgroup.com | |||
Fund Information | AFICX-NASDAQ | Click to Compare |
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Fund Name | American Funds Fundamental Investors® Class C | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Mar 15, 2001 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 250.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | AFICX-NASDAQ | Click to Compare |
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Dividend Yield | 0.27% | |||
Dividend | AFICX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.55% | |||
Asset Allocation | AFICX-NASDAQ | Click to Compare |
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Cash | 2.81% | |||
Stock | 96.69% | |||
U.S. Stock | 79.11% | |||
Non-U.S. Stock | 17.58% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.48% | |||
Convertible | 0.00% | |||
Other Net | 0.01% | |||
Price History | AFICX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.86% | |||
30-Day Total Return | 4.30% | |||
60-Day Total Return | 7.17% | |||
90-Day Total Return | 6.31% | |||
Year to Date Total Return | 19.20% | |||
1-Year Total Return | 21.52% | |||
2-Year Total Return | 65.31% | |||
3-Year Total Return | 101.17% | |||
5-Year Total Return | 108.13% | |||
Price | AFICX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | AFICX-NASDAQ | Click to Compare |
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Nav | $93.46 | |||
1-Month Low NAV | $89.08 | |||
1-Month High NAV | $93.46 | |||
52-Week Low NAV | $69.51 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $93.46 | |||
52-Week High Price (Date) | Oct 01, 2025 | |||
Beta / Standard Deviation | AFICX-NASDAQ | Click to Compare |
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Beta | 0.98 | |||
Standard Deviation | 13.42 | |||
Balance Sheet | AFICX-NASDAQ | Click to Compare |
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Total Assets | 159.52B | |||
Operating Ratios | AFICX-NASDAQ | Click to Compare |
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Expense Ratio | 1.33% | |||
Turnover Ratio | 28.00% | |||
Performance | AFICX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 16.32% | |||
Last Bear Market Total Return | -15.94% | |||