American Funds Fundamental Invs F2

Frequently Asked Questions About FINFX

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 $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 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 August 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.