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American Funds Fundamental Invs R6 (RFNGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Fundamental Invs R6 (RFNGX) Fund

    Last Trade: $45.69 on 2/9/2016, Change: -0.15 (-0.33%)

 

Graph of American Funds Fundamental Invs R6 Fund (RFNGX) ManagerFund Manager - Dina N. Perry

Fund Manager Information

Fund Manager Tenure: 23.0 years
Similar Funds: RFNAX  RFNBX  RFNCX  RFNEX  RFNFX 
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of American Funds Fundamental Invs R6 Fund (RFNGX) ProfileAmerican Funds Fundamental Invs R6 Fund (RFNGX) Profile

Fund Profile and Description

American Funds Fundamental Invs R6 Fund seeks long-term growth of capital and income. American Funds Fundamental Invs R6 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.

 

American Funds Fundamental Invs R6 (RFNGX) Fund Strength What we like about American Funds Fundamental Invs R6 (RFNGX) Fund

Data for American Funds Fundamental Invs R6 Fund (RFNGX) as of Jan 30, 2016

  • American Funds Fundamental Invs R6 Fund (RFNGX) management has been with American Funds Fundamental Invs R6 Fund for 23.0 years
  • American Funds Fundamental Invs R6 Fund (RFNGX) has good short-term performance (1-year return 0.81% vs -2.91% Large Blend category median performance)
  • American Funds Fundamental Invs R6 Fund (RFNGX) has good mid-term performance (3-year return 10.59% vs 9.69% Large Blend category median performance)
  • American Funds Fundamental Invs R6 Fund (RFNGX) has good Long-term performance (5-year return 9.90% vs 9.43% Large Blend category median performance)
  • American Funds Fundamental Invs R6 Fund (RFNGX) ratio of up-years vs down years is greater than 2
  • American Funds Fundamental Invs R6 Fund (RFNGX) has an annual stock turnover rate of 29.00% vs Large Blend average of 45.95%. It is good that American Funds Fundamental Invs R6 management does not trade extensively for its return.
  • American Funds Fundamental Invs R6 Fund (RFNGX) has a lower expense ratio than its Large Blend average: 0.31% vs 1.03%
  • American Funds Fundamental Invs R6 Fund (RFNGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds Fundamental Invs R6 Fund (RFNGX) Weakness What we are cautious about American Funds Fundamental Invs R6 (RFNGX) Fund

Data for American Funds Fundamental Invs R6 Fund (RFNGX) as of Jan 30, 2016

  • American Funds Fundamental Invs R6 Fund (RFNGX) has a Morningstar rating of 3 and below
  • American Funds Fundamental Invs R6 Fund (RFNGX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.34 that is higher than category average of 10.98
  • Asset base in American Funds Fundamental Invs R6 Fund (RFNGX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See American Funds Fundamental Invs R6 Fund (RFNGX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare American Funds Fundamental Invs R6 Fund (RFNGX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Fundamental Invs R6-5.150.8110.599.90
INTECH US Mgd Volatility T (JRSTX)-2.340.1211.8411.52Compare
Bridgeway Blue Chip 35 Index (BRLIX)-4.111.3410.7910.93Compare
Columbia Contrarian Core A (LCCAX)-4.831.5411.9511.25Compare

See top fund managers for Large Blend Category Funds

 

Compare American Funds Fundamental Invs R6 Fund (RFNGX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI USA Minimum Volatility (USMV)-1.39%4.51%12.96%
Guggenheim Russell Top 50 Mega Cap ETF (XLG)-4.19%3.41%11.21%
iShares S&P 100 (OEF)-4.73%1.07%10.95%
ProShares Large Cap Core Plus (CSM)1.06%1.06%17.23%
PowerShares S&P 500 BuyWrite ETF (PBP)-4.88%0.61%4.72%

 

Graph of American Funds Fundamental Invs R6 Fund (RFNGX) Net Asset TrackingAmerican Funds Fundamental Invs R6 (RFNGX) Fund Net Asset

Track net asset change of American Funds Fundamental Invs R6 fund (RFNGX)

DateNet Asset
01/2016$69.05B
12/2015$72.91B
11/2015$74.42B
More historic net asset information on American Funds Fundamental Invs R6 Fund (RFNGX)

  

Graph of American Funds Fundamental Invs R6 Fund (RFNGX) Portfolio TrackingAmerican Funds Fundamental Invs R6 (RFNGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Fundamental Invs R6 fund (RFNGX)

DateCashStockBondOther
12/20152.83%96.21%0.03%0.93%
09/20154.09%92.66%0%3.25%
06/20152.74%95.82%0.13%1.31%
Click here to see more historic asset allocation information on American Funds Fundamental Invs R6 Fund (RFNGX)

 

graph of American Funds Fundamental Invs R6 Fund (RFNGX) Top 10 Position TrackingTop 10 Holdings in American Funds Fundamental Invs R6 (RFNGX) Fund

Discover what American Funds Fundamental Invs R6 Fund (RFNGX) manager is buying

Dec 30, 2015
Microsoft Corporation [4.92%]
Amazon.com, Inc. [4.63%]
Philip Morris International Inc [3.26%]
Home Depot, Inc. (The) Common S [2.55%]
Comcast Corporation [2.47%]
Broadcom Limited [2.22%]
Wells Fargo & Company Common St [2.18%]
General Electric Company Common [1.82%]
JP Morgan Chase & Co. Common St [1.75%]
Coca-Cola Company (The) Common [1.71%]

Sep 29, 2015
Microsoft Corporation [4.22%]
Amazon.com, Inc. [3.8%]
Philip Morris International Inc [3.18%]
Comcast Corporation [2.86%]
Home Depot, Inc. (The) Common S [2.31%]
Wells Fargo & Company Common St [2.23%]
Avago Technologies Limited [2.02%]
JP Morgan Chase & Co. Common St [1.75%]
Coca-Cola Company (The) Common [1.72%]
Boeing Company (The) Common Sto [1.65%]

Jun 29, 2015
Microsoft Corporation [3.75%]
Amazon.com, Inc. [3.25%]
Philip Morris International Inc [3.06%]
Comcast Corporation [2.98%]
Wells Fargo & Company Common St [2.25%]
Home Depot, Inc. (The) Common S [2.08%]
JP Morgan Chase & Co. Common St [1.8%]
Boeing Company (The) Common Sto [1.76%]
General Electric Company Common [1.73%]
Avago Technologies Limited [1.62%]
Click here for Stock Holding Change Map in American Funds Fundamental Invs R6 Fund (RFNGX)

  

Latest News on American Funds Fundamental Invs R6 (RFNGX) Fund

See what is happening with American Funds Fundamental Invs R6 Fund (RFNGX)

 

American Funds Fundamental Invs R6 Fund (RFNGX) Related ResourcesSee more information on American Funds Fundamental Invs R6 (RFNGX) Fund

Popular pages on American Funds Fundamental Invs R6 (RFNGX) Fund

  

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