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Mutual Fund Insights: American Funds Fundamental Invs R3 Fund (RFNCX)

In-depth Analysis of American Funds Fundamental Invs R3 Fund (RFNCX)

Mutual fund chart: American Funds Fundamental Invs R3 Fund (RFNCX)

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See American Funds Fundamental Invs R3 Fund (RFNCX) performance details as of February 28, 2010

  

    Last Trade: $33.64 on 3/19/2010, Change: -0.19 (-0.56%)
Experiment our closing price forecasting tool for American Funds Fundamental Invs R3 Fund (RFNCX) (alpha release)

  

Fund Manager - Michael T. Kerr

Fund Manager Tenure: 11.2 years   [Similar Funds: RFNAX  RFNBX  RFNEX  RFNFX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Michael T. Kerr is senior vice president of Capital World Investors. Michael T. Kerr has been employed by Capital Research or its affiliates for over 23 years, has over 25 years of investment experience, approximately 7 of which have been as a portfolio counselor.  Get more insights on Michael T. Kerr

  

What we like about American Funds Fundamental Invs R3 Fund (RFNCX) What we like about American Funds Fundamental Invs R3 Fund (RFNCX)

Data for American Funds Fundamental Invs R3 Fund (RFNCX) as of February 28, 2010

  • American Funds Fundamental Invs R3 Fund (RFNCX) management has been with American Funds Fundamental Invs R3 Fund for 11.2 years
  • American Funds Fundamental Invs R3 Fund (RFNCX) has good Long-term performance (5-year return 3.04% vs 0.31 % Large Blend category average)
  • American Funds Fundamental Invs R3 Fund (RFNCX) ratio of up-years vs down years is greater than 2
  • American Funds Fundamental Invs R3 Fund (RFNCX) has a Morningstar rating of 4 and above
  • American Funds Fundamental Invs R3 Fund (RFNCX) has an annual stock turnover rate of 30.00% vs Large Blend average of 79.86%. It is good that American Funds Fundamental Invs R3 management does not trade extensively for its return.
  • American Funds Fundamental Invs R3 Fund (RFNCX) has a lower management fee than its Large Blend average: 0.99% vs 1.11%

  

What we are cautious about American Funds Fundamental Invs R3 Fund (RFNCX) What we are cautious about American Funds Fundamental Invs R3 Fund (RFNCX)

Data for American Funds Fundamental Invs R3 Fund (RFNCX) as of February 28, 2010

  • American Funds Fundamental Invs R3 Fund (RFNCX) has a less-than-ideal short-term performance (1-year return 51.56% vs 53.54 % Large Blend category average)
  • American Funds Fundamental Invs R3 Fund (RFNCX) has a less-than-ideal mid-term performance (3-year return -4.15% vs -5.77 % Large Blend category average)
  • American Funds Fundamental Invs R3 Fund (RFNCX) is less safe compared to its Large Blend peers
  • American Funds Fundamental Invs R3 Fund (RFNCX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.9 that is higher than category average of 20.62
  • Even though American Funds Fundamental Invs R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See American Funds Fundamental Invs R3 Fund (RFNCX) performance details as of February 28, 2010

  

  

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American Funds Fundamental Invs R3 Fund (RFNCX) Net Asset

Track net asset change of American Funds Fundamental Invs R3 fund (RFNCX)

DateNet Asset
02/2010$43.45B
01/2010$1.72B
11/2009$1.66B
More historic net asset information on American Funds Fundamental Invs R3 Fund (RFNCX)

  

American Funds Fundamental Invs R3 Fund (RFNCX) Portfolio Allocation

Track portfolio allocation change of American Funds Fundamental Invs R3 fund (RFNCX)

DateCashStockBondOther
09/20093.51%95.34%1.14%0%
06/20095.13%93.96%0.91%0%
03/20099.78%89.62%0.61%0%
Click here to see more historic asset allocation information on American Funds Fundamental Invs R3 Fund (RFNCX)

  

Most Recent Top 10 Holdings in American Funds Fundamental Invs R3 Fund (RFNCX)

Discover what American Funds Fundamental Invs R3 Fund (RFNCX) manager is buying

30-Sep-09
SUNCOR ENERGY INC [3.21%]
Oracle Corporation [2.41%]
MERCK CO INC [2.3%]
Microsoft Corporation [2.25%]
JP MORGAN CHASE CO [2.08%]
COCA COLA CO THE [1.6%]
MCDONALDS CP [1.59%]
Roche Holding AG [1.52%]
WELLS FARGO & CO NEW [1.48%]
Yahoo! Inc. [1.48%]

30-Jun-09
SUNCOR ENERGY INC [3.21%]
Oracle Corporation [2.41%]
MERCK CO INC [2.3%]
Microsoft Corporation [2.25%]
JP MORGAN CHASE CO [2.08%]
COCA COLA CO THE [1.6%]
MCDONALDS CP [1.59%]
Roche Holding AG [1.52%]
WELLS FARGO & CO NEW [1.48%]
Yahoo! Inc. [1.48%]

31-Mar-09
Suncor Energy Inc [2.95%]
Oracle Corporation [2.49%]
Microsoft Corporation [2.2%]
Cisco Systems, Inc. [2.04%]
Merck & Co., Inc [2.01%]
JPMorgan Chase & Co. [1.98%]
Roche Holding AG [1.88%]
Lilly (Eli) & Co. [1.59%]
Google Inc. [1.53%]

Click here for Stock Holding Change Map in American Funds Fundamental Invs R3 Fund (RFNCX)

  

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