About RFEBX
American Funds Fundamental Investors Fund R-2E is a mutual fund that seeks to achieve long-term growth of capital and income by primarily investing in common stocks of companies with the potential for superior growth. As part of the large blend category, this fund maintains a diversified portfolio, with approximately 80% of assets allocated to U.S. equities and about 16% to non-U.S. equities, reflecting a significant exposure to both domestic and international markets. The fund holds over 200 companies, spanning key sectors such as information technology, industrials, financials, consumer discretionary, consumer staples, health care, and communication services. Notable holdings include prominent firms in technology and consumer sectors, emphasizing a blend of growth and income strategies.
Managed by a seasoned team, the fund leverages a flexible investment approach, balancing opportunities for capital appreciation and income generation. It pays regular dividends quarterly, alongside semi-annual capital gains distributions. With over $144 billion in assets under management as of May 2025, the fund plays a significant role in providing broad market exposure and diversification for long-term investors, particularly within retirement plan platforms.
Fund Family Capital Group
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol RFEBX
Share Class Class R-2e
Index S&P 500 TR
RFEBX had a total return of 23.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.63%.
