- What does FINFX invest in?
- The fund's primary strategy is to acquire common shares of companies that demonstrate promising prospects for capital appreciation, often including those with a consistent history of dividend payments. A significant portion of its holdings may comprise securities from international companies headquartered beyond U.S. borders. The fund's assets are overseen by an investment adviser employing a team of several portfolio managers.
- What is the expense ratio of FINFX?
- American Funds Fundamental Invs F2 (FINFX) charges an expense ratio of 0.38%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FINFX?
- American Funds Fundamental Invs F2 (FINFX) manages $178.12B 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 FINFX actively managed or an index fund?
- FINFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FINFX launched?
- American Funds Fundamental Invs F2 (FINFX) launched in July 1978 and is managed by Capital Group.
- How has FINFX performed?
- FINFX'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.
