About RFNHX
American Funds Fundamental Investors – Class R-5E is a diversified mutual fund focused on achieving long-term growth of capital and income. Managed by the Capital Group, this fund primarily invests in common stocks of large, established companies with growth potential, balancing both U.S. and non-U.S. equities. As of May 2025, the portfolio is composed of approximately 80% U.S. equities and 16% international equities, with no allocation to bonds, and holds shares in over 200 companies across a broad spectrum of industries, notably information technology, industrials, financials, consumer sectors, and healthcare.
The fund follows a large-blend investment style, targeting a mix of growth and value-oriented stocks, and maintains a below-average risk profile relative to its category. Its largest holdings feature industry leaders such as Broadcom, Microsoft, Amazon, and Alphabet. Established in 1978, the fund is recognized for its disciplined, research-driven approach and quarterly dividend distributions. With assets under management exceeding $140 billion as of mid-2025, American Funds Fundamental Investors – Class R-5E plays a significant role in the market by providing broad equity exposure and diversified opportunities for long-term capital appreciation and income generation.
Fund Family Capital Group
Category Large Blend
Performance Rating High
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol RFNHX
Share Class Class R-5e
Index S&P 500 TR
RFNHX had a total return of 18.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.55%.
