American Funds Fundamental Investors® Class R-4
RFNEX
NASDAQ
| Weiss Ratings | RFNEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | RFNEX-NASDAQ | Click to Compare |
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| 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 | RFNEX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Fundamental Investors® Class R-4 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jul 25, 2002 | |||
| 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 | RFNEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.57% | |||
| Dividend | RFNEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.37% | |||
| Asset Allocation | RFNEX-NASDAQ | Click to Compare |
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| Cash | 2.63% | |||
| Stock | 95.78% | |||
| U.S. Stock | 76.34% | |||
| Non-U.S. Stock | 19.44% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.91% | |||
| Convertible | 0.00% | |||
| Other Net | 0.67% | |||
| Price History | RFNEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.45% | |||
| 30-Day Total Return | -1.04% | |||
| 60-Day Total Return | 1.13% | |||
| 90-Day Total Return | -1.51% | |||
| Year to Date Total Return | 13.12% | |||
| 1-Year Total Return | 17.66% | |||
| 2-Year Total Return | 44.15% | |||
| 3-Year Total Return | 89.94% | |||
| 5-Year Total Return | 90.37% | |||
| Price | RFNEX-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 | RFNEX-NASDAQ | Click to Compare |
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| Nav | $101.59 | |||
| 1-Month Low NAV | $100.10 | |||
| 1-Month High NAV | $103.83 | |||
| 52-Week Low NAV | $85.84 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $105.27 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | RFNEX-NASDAQ | Click to Compare |
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| Beta | 1.04 | |||
| Standard Deviation | 13.97 | |||
| Balance Sheet | RFNEX-NASDAQ | Click to Compare |
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| Total Assets | 179.39B | |||
| Operating Ratios | RFNEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.63% | |||
| Turnover Ratio | 26.00% | |||
| Performance | RFNEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 32.75% | |||
| Last Bear Market Total Return | -15.79% | |||