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

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

    Last Trade: $46.82 on 6/18/2013, Change: +0.36 (0.77%)

 

Graph of American Funds Fundamental Investors R6 Fund (RFNGX) ManagerFund Manager - James Drasdo

Fund Manager Information

Fund Manager Tenure: 28.9 years
Similar Funds: RFNAX  RFNBX  RFNCX  RFNEX  RFNFX 
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

 

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

Fund Profile and Description

American Funds Fundamental Investors R6 Fund seeks long-term growth of capital and income. American Funds Fundamental Investors 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 Investors R6 (RFNGX) Fund Strength What we like about American Funds Fundamental Investors R6 (RFNGX) Fund

Data for American Funds Fundamental Investors R6 Fund (RFNGX) as of Feb 27, 2013

  • American Funds Fundamental Investors R6 Fund (RFNGX) management has been with American Funds Fundamental Investors R6 Fund for 28.9 years
  • American Funds Fundamental Investors R6 Fund (RFNGX) has good short-term performance (1-year return 13.40% vs 12.45% Large Blend category median performance)
  • American Funds Fundamental Investors R6 Fund (RFNGX) has good mid-term performance (3-year return 12.44% vs 11.84% Large Blend category median performance)
  • American Funds Fundamental Investors R6 Fund (RFNGX) has good Long-term performance (5-year return 3.83% vs 3.58% Large Blend category median performance)
  • American Funds Fundamental Investors R6 Fund (RFNGX) has an annual stock turnover rate of 28.00% vs Large Blend average of 53.01%. It is good that American Funds Fundamental Investors R6 management does not trade extensively for its return.
  • American Funds Fundamental Investors R6 Fund (RFNGX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.91, lower than category average of 16.03
  • American Funds Fundamental Investors R6 Fund (RFNGX) has a lower expense ratio than its Large Blend average: 0.31% vs 1.12%
  • American Funds Fundamental Investors R6 Fund (RFNGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

Data for American Funds Fundamental Investors R6 Fund (RFNGX) as of Feb 27, 2013

  • American Funds Fundamental Investors R6 Fund (RFNGX) ratio of up-years vs down years can be improved
  • American Funds Fundamental Investors R6 Fund (RFNGX) has a Morningstar rating of 3 and below
  • American Funds Fundamental Investors R6 Fund (RFNGX) is less safe compared to its Large Blend peers
See American Funds Fundamental Investors R6 Fund (RFNGX) performance details as of Feb 27, 2013

 

Compare American Funds Fundamental Investors 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 Investors R65.5913.4012.443.83
Beck Mack & Oliver Partners (BMPEX)5.5315.9616.774.22Compare
GMO US Equity Allocation III (GUSAX)7.0413.0213.336.45Compare
AMF Large Cap Equity AMF (IICAX)8.0314.0812.026.00Compare

See top fund managers for Large Blend Category Funds

 

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

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion Lg Cap Insider Sentiment Shares (INSD)9.44%9.44%0
iShares MSCI USA ESG Select Index (KLD)7.94%8.69%11.43%
Focus Morningstar US Market Ind (FMU)10.86%8.05%0
First Trust Mega Cap Alphadex F (FMK)6.50%4.53%0
Market 2000 HOLDRs (MKH)-2.11%3.53%7.34%

 

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

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

DateNet Asset
02/2013$55.07B
01/2013$52.01B
12/2012$52.01B
More historic net asset information on American Funds Fundamental Investors R6 Fund (RFNGX)

  

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

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

DateCashStockBondOther
12/20125.41%92.81%0.05%1.73%
09/20125.01%93.36%0%1.63%
06/20125.21%93.16%0%1.59%
Click here to see more historic asset allocation information on American Funds Fundamental Investors R6 Fund (RFNGX)

 

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

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

Dec 31, 2012
Home Depot, Inc. (The) Common S [3.55%]
Merck & Company, Inc. Common St [3.23%]
Amazon.com, Inc. [2.36%]
Citigroup, Inc. Common Stock [2.09%]
Google Inc. [1.74%]
Microsoft Corporation [1.57%]
Baxter International Inc. Commo [1.51%]
Wells Fargo & Company Common St [1.51%]
Time Warner Inc. New Common Sto [1.4%]
Texas Instruments Incorporated [1.39%]

Sep 29, 2012
Merck & Company, Inc. Common St [3.54%]
Home Depot, Inc. (The) Common S [3.41%]
Apple Inc. [2.27%]
Microsoft Corporation [1.7%]
Google Inc. [1.68%]
Amazon.com, Inc. [1.64%]
Citigroup, Inc. Common Stock [1.52%]
Wells Fargo & Company Common St [1.51%]
Verizon Communications Inc. Com [1.46%]
General Electric Company Common [1.33%]

Jun 30, 2012
Merck & Company, Inc. Common St [3.49%]
Home Depot, Inc. (The) Common S [3.49%]
Apple Inc. [2.37%]
Verizon Communications Inc. Com [1.84%]
Bristol-Myers Squibb Company Co [1.7%]
Microsoft Corporation [1.65%]
Dow Chemical Company (The) Comm [1.61%]
Amazon.com, Inc. [1.57%]
Wells Fargo & Company Common St [1.57%]
Union Pacific Corporation Commo [1.49%]
Click here for Stock Holding Change Map in American Funds Fundamental Investors R6 Fund (RFNGX)

  

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

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

 

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

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