Firm veteran Diana Wagner will become American Funds Fundamental Investors’ eighth named portfolio manager on March 1, 2022. This news does not alter the strategy’s Morningstar Analyst Rating range of Silver to Bronze, depending on share class fees.
American Funds Fundamental Invs A ANCFX
NAV / 1-Day Return
60.41
/
2.95
%
Total Assets
107.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.590%
Expense Ratio
0.590%
Fee Level
Low
Longest Manager Tenure
29.32
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
250
Status
Open
TTM Yield
1.28%
Turnover
25%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Manager Addition at American Funds Fundamental Investors; Ratings Unchanged
