American Funds Fundamental Investors

Frequently Asked Questions About ANCFX

What does ANCFX invest in?

The fund primarily directs its investments toward common stocks of companies identified as having superior prospects for capital growth, with the majority also possessing a consistent record of dividend distributions. A significant portion of its holdings may include securities from issuers based outside the United States. Its assets are managed through a multi-portfolio manager approach employed by the investment adviser.

What is the expense ratio of ANCFX?

American Funds Fundamental Investors (ANCFX) charges an expense ratio of 0.57%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ANCFX?

American Funds Fundamental Investors (ANCFX) manages $176.31B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is ANCFX actively managed or an index fund?

ANCFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ANCFX launched?

American Funds Fundamental Investors (ANCFX) launched in August 1978 and is managed by Capital Group.

How has ANCFX performed?

ANCFX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.