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Morningstar

American Funds Fundamental Invs A ANCFX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
59.03  /  3.33 %
Total Assets
100.1 Bil
Adj. Expense Ratio
0.590%
Expense Ratio
0.590%
Fee Level
Low
Longest Manager Tenure
29.60 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.52%
Turnover
25%

Morningstar’s Fund Analysis ANCFX

Will ANCFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ANCFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ANCFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ANCFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An Upcoming Manager Retirement on American Funds Fundamental Investors Does Not Change Our View

Director

Analyst Note

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Firm veteran Dina Perry will relinquish her manager duties and retire from the firm Dec. 31, 2022. She is the longest-serving manager here, but the strategy remains in good hands. Dimitrije Mitrinovic will officially join American Funds Fundamental Investors' management team on Nov. 1, 2022, bringing the total number of named managers to nine including Perry. These changes do not alter the strategy's Morningstar Analyst Ratings range of Silver to Bronze across its 19 share classes, but it does illustrate the firm's methodical approach to adding investment talent.

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