- 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?
- American Funds Fundamental Invs R3 (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?
- American Funds Fundamental Invs R3 (RFNCX) 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 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?
- American Funds Fundamental Invs R3 (RFNCX) launched in July 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.
