Fundamental Investors R-3

Frequently Asked Questions About RFNCX

What does RFNCX invest in?

This fund chiefly directs its investments towards equity securities of companies poised for significant capital appreciation. A majority of these selected firms also boast a consistent record of dividend payments. Furthermore, the portfolio may include substantial holdings in companies headquartered outside the United States. Its assets are managed by an investment adviser employing a multi-manager strategy.

What is the expense ratio of RFNCX?

Fundamental Investors R-3 (RFNCX) charges an expense ratio of 0.93%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RFNCX?

Fundamental Investors R-3 (RFNCX) 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 RFNCX actively managed or an index fund?

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

When was RFNCX launched?

Fundamental Investors R-3 (RFNCX) launched in August 1978 and is managed by Capital Group.

How has RFNCX performed?

RFNCX'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.