Returns as of 11/30/20 (updated monthly). Chart. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. The category average percent of Portfolio in top 10 holdings is 50.76% PERCENT View & analyze the RFNGX fund chart by total assets, risk rating, Min. RFNGX | A complete American Funds Fundamental Investors;R6 mutual fund overview by MarketWatch. Accordingly, the fund's SEC yield and distribution rate may differ. Over a period of time, the shape and location of a fund's ownership zone may vary. Fundamental Investors (RFNAX | R-1): The fund's investment objective is to achieve long-term growth of capital and income. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Find our live American Funds Fundamental Investors® Class R-6 fund basic information. . The beta of the market (represented by the benchmark index) is equal to 1; a beta higher than 1 implies that a return was more volatile than the market. May invest up to 35% of its assets in securities of issuers that are domiciled outside the United States. Returns shown at net asset value (NAV) have all distributions reinvested. The American Funds are managed by multiple portfolio managers who invest based on their highest convictions. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. Use of this website is intended for U.S. residents only. Index as of 9/30/20. Find real-time RFNGX - American Funds Fundamental Investors® Class R-6 stock quotes, company profile, news and forecasts from CNN Business. American Funds' parent Capital Group announced in September 2020 that longtime manager Michael Kerr had stepped off American Funds Growth Fund of America's management team and … American Funds Fundamental Investors® Class R-6 (RFNGX) American Funds Fundamental Investors® Class R-6. Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Traditional vs. Roth 401(k)/403(b) Analyzer, % A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk. RFNGX: Fundamental Investors, Class R-6 Shares - Class Information. RFNGX - American Funds Fundamental Investors, Inc Class R6 Shares | BrightScope Investing for short periods makes losses more likely. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For more current information and month-end results, click here. The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Preservation, Tax Efficiency and Expense metrics. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. The distribution rate is expressed as a percentage of the current price. Methodology notes: The equity breakdown by revenue reflects the portfolio’s publicly traded equity holdings and excludes cash (and fixed income securities, if applicable). Calculated by Capital Group. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. American Funds Fundamental Investors (R6) The Fund seeks long­term growth of capital and income. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. There may have been periods when the results lagged the index(es). Historical Short-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. MSCI provides revenue data figures based on a proprietary, standardized model. Preservation ratings are relative, rather than absolute, measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. Michael T. Kerr will retire on 9/30/2020 and, effective 9/1/2020, will no longer manage money in the fund. Share price and return will vary, so you may lose money. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. A portfolio's Ownership Zone™ is derived by plotting each stock in the fund's portfolio within the proprietary Morningstar Style Box™. Investors cannot invest directly in an index. of net assets as of 9/30/2020 Use of this website is intended for U.S. residents only. A fund's active share is the product of this process and is not comparable to the active share produced by a fund managed by an individual or a committee of investors. DE American Funds® Fundamental Investors® - Class R-6 Release Date ... From the investment's prospectus The investment seeks long-term growth of capital and income. American Funds Fundamental Investors R6 1. More information is available at. An overview of the management, performance and expenses, investment characteristics, and other information about the American Funds Fundamental Investors. Generally the higher the R-squared measure, the more reliable the beta measurement will be. The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. It may invest significantly in securities of issuers The Investor Success Project ESG Investing Licensed Research ... American Funds Fundamental Invs R6 RFNGX Morningstar Analyst Rating Analyst rating as of Feb 5, 2020. The prospectus, and if available the summary prospectus, … The Adviser uses a system of multiple … Current performance may be lower than the performance data quoted. 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