American Funds Fundamental Fund Quote

AFIFX Fund  USD 88.45  0.48  0.55%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
American Funds is trading at 88.45 as of the 30th of November 2024; that is 0.55% up since the beginning of the trading day. The fund's open price was 87.97. American Funds has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for American Funds Fundamental are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. More on American Funds Fundamental

Moving together with American Mutual Fund

  0.93AMECX Income FundPairCorr
  0.89AMFCX American MutualPairCorr
  0.9AMFFX American MutualPairCorr
  0.72RNCCX American Funds IncomePairCorr

Moving against American Mutual Fund

  0.49FPPPX American Funds PresePairCorr
  0.31TECCX Tax Exempt FundPairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Blend Funds, Large Blend, American Funds, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndDecember
American Funds Fundamental [AFIFX] is traded in USA and was established 30th of November 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Funds family. This fund presently has accumulated 116.83 B in assets under management (AUM) with no minimum investment requirementsAmerican Funds Funda is currently producing year-to-date (YTD) return of 24.92% with the current yeild of 0.01%, while the total return for the last 3 years was 10.02%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds Fundamental Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Funds Fundamental Mutual Fund Constituents

AAPLApple IncStockInformation Technology
INTCIntelStockInformation Technology
SLBSchlumberger NVStockEnergy
GOOGAlphabet Inc Class CStockCommunication Services
WFCWells FargoStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
PMPhilip Morris InternationalStockConsumer Staples
NFLXNetflixStockCommunication Services
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American Funds Funda Risk Profiles

American Funds Against Markets

Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
Portfolio Volatility
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Pattern Recognition
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