American Funds Fundamental Investors® Class R-2E
RFEBX
NASDAQ
| Weiss Ratings | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Brady L. Enright (20), Mark L. Casey (15), Mathews Cherian (10), 6 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Fundamental Investors® Class R-2E | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Aug 29, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.23% | |||
| Dividend | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.47% | |||
| Asset Allocation | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.22% | |||
| Stock | 98.08% | |||
| U.S. Stock | 78.20% | |||
| Non-U.S. Stock | 19.88% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.69% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.41% | |||
| 30-Day Total Return | -4.49% | |||
| 60-Day Total Return | -6.25% | |||
| 90-Day Total Return | -3.66% | |||
| Year to Date Total Return | -2.69% | |||
| 1-Year Total Return | 28.93% | |||
| 2-Year Total Return | 32.44% | |||
| 3-Year Total Return | 73.43% | |||
| 5-Year Total Return | 73.21% | |||
| Price | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $88.66 | |||
| 1-Month Low NAV | $85.43 | |||
| 1-Month High NAV | $93.58 | |||
| 52-Week Low NAV | $69.43 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $97.34 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.02 | |||
| Standard Deviation | 12.68 | |||
| Balance Sheet | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 166.67B | |||
| Operating Ratios | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.08% | |||
| Turnover Ratio | 26.00% | |||
| Performance | RFEBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.50% | |||
| Last Bear Market Total Return | -15.88% | |||