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Mutual Fund Insights: American Funds Fundamental Invs R4 Fund (RFNEX)

In-depth Analysis of American Funds Fundamental Invs R4 Fund (RFNEX)

Mutual fund chart: American Funds Fundamental Invs R4 Fund (RFNEX)

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See American Funds Fundamental Invs R4 Fund (RFNEX) performance details as of January 31, 2010

  

    Last Trade: $33.65 on 3/19/2010, Change: -0.19 (-0.56%)
Experiment our closing price forecasting tool for American Funds Fundamental Invs R4 Fund (RFNEX) (alpha release)

  

Fund Manager - James E. Drasdo

Fund Manager Tenure: 25.6 years   [Similar Funds: RFNAX  RFNBX  RFNCX  RFNFX ]
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Drasdo is a senior vice president, director, and portfolio manager with Capital Research and Management Company. He has been a investment professional for 35 years in total. Drasdo has been with the company for 29 years.  Get more insights on James E. Drasdo

  

What we like about American Funds Fundamental Invs R4 Fund (RFNEX) What we like about American Funds Fundamental Invs R4 Fund (RFNEX)

Data for American Funds Fundamental Invs R4 Fund (RFNEX) as of January 31, 2010

  • American Funds Fundamental Invs R4 Fund (RFNEX) management has been with American Funds Fundamental Invs R4 Fund for 25.6 years
  • American Funds Fundamental Invs R4 Fund (RFNEX) has good short-term performance (1-year return 38.08% vs 34.15% Large Blend category average)
  • American Funds Fundamental Invs R4 Fund (RFNEX) has good mid-term performance (3-year return -4.73% vs -7.17% Large Blend category average)
  • American Funds Fundamental Invs R4 Fund (RFNEX) has good Long-term performance (5-year return 3.72% vs 0.19% Large Blend category average)
  • American Funds Fundamental Invs R4 Fund (RFNEX) ratio of up-years vs down years is greater than 2
  • American Funds Fundamental Invs R4 Fund (RFNEX) has a Morningstar rating of 4 and above
  • American Funds Fundamental Invs R4 Fund (RFNEX) has an annual stock turnover rate of 29.00% vs Large Blend average of 80.36%. It is good that American Funds Fundamental Invs R4 management does not trade extensively for its return.
  • American Funds Fundamental Invs R4 Fund (RFNEX) has a lower management fee than its Large Blend average: 0.67% vs 1.10%

  

What we are cautious about American Funds Fundamental Invs R4 Fund (RFNEX) What we are cautious about American Funds Fundamental Invs R4 Fund (RFNEX)

Data for American Funds Fundamental Invs R4 Fund (RFNEX) as of January 31, 2010

  • American Funds Fundamental Invs R4 Fund (RFNEX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.87 that is higher than category average of 20.52
  • Even though American Funds Fundamental Invs R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See American Funds Fundamental Invs R4 Fund (RFNEX) performance details as of January 31, 2010

  

  

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American Funds Fundamental Invs R4 Fund (RFNEX) Net Asset

Track net asset change of American Funds Fundamental Invs R4 fund (RFNEX)

DateNet Asset
01/2010$1.54B
11/2009$1.49B
10/2009$1.47B
More historic net asset information on American Funds Fundamental Invs R4 Fund (RFNEX)

  

American Funds Fundamental Invs R4 Fund (RFNEX) Portfolio Allocation

Track portfolio allocation change of American Funds Fundamental Invs R4 fund (RFNEX)

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 R4 Fund (RFNEX)

  

Most Recent Top 10 Holdings in American Funds Fundamental Invs R4 Fund (RFNEX)

Discover what American Funds Fundamental Invs R4 Fund (RFNEX) 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 R4 Fund (RFNEX)

  

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