About RFNFX
American Funds Fundamental Investors Fund Class R-5 is a large blend mutual fund designed to achieve long-term growth of capital and income by investing primarily in common stocks. The fund is managed by a seasoned team employing a flexible growth-and-income strategy, blending sizable allocations to U.S. and non-U.S. equities across a diverse set of industries. Its portfolio is notable for significant exposure to information technology, industrials, financials, consumer discretionary, and health care sectors, with technology comprising the largest allocation. The fund typically holds over 200 companies, maintaining a moderate portfolio turnover to reflect long-term investment horizons. As of May 2025, its assets exceed $144 billion, underscoring its prominence in the mutual fund landscape. The fund pays regular dividends quarterly, with semi-annual capital gains distributions. It is widely used by retirement plans and institutional investors seeking broad equity market participation, stability, and a well-diversified approach to capital appreciation and income generation. Inception dates back to 1978, reflecting a long operational history and consistent presence in the large-cap core fund category.
Fund Family Capital Group
Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RFNFX
Share Class Class R-5
Index S&P 500 TR
RFNFX had a total return of 23.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.94%.
