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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: $56.13 on 11/24/2014, Change: +0.14 (0.25%)

 

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

Fund Manager Information

Fund Manager Tenure: 21.8 years
Similar Funds: RFNAX  RFNBX  RFNCX  RFNEX  RFNFX 
Fund Family: American Funds
Fund Category: Large Blend
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: A (Score: 0.71)     (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 Oct 30, 2014

  • American Funds Fundamental Invs R6 Fund (RFNGX) management has been with American Funds Fundamental Invs R6 Fund for 21.8 years
  • American Funds Fundamental Invs R6 Fund (RFNGX) has good mid-term performance (3-year return 18.62% vs 18.50% Large Blend category median performance)
  • American Funds Fundamental Invs R6 Fund (RFNGX) has good Long-term performance (5-year return 15.30% vs 15.16% Large Blend category median performance)
  • American Funds Fundamental Invs R6 Fund (RFNGX) has an annual stock turnover rate of 34.00% vs Large Blend average of 42.40%. It is good that American Funds Fundamental Invs R6 management does not trade extensively for its return.
  • American Funds Fundamental Invs R6 Fund (RFNGX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.32, lower than category average of 9.74
  • American Funds Fundamental Invs R6 Fund (RFNGX) has a lower expense ratio than its Large Blend average: 0.31% vs 1.09%
  • 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 Oct 30, 2014

  • American Funds Fundamental Invs R6 Fund (RFNGX) has a less-than-ideal short-term performance (1-year return 13.22% vs 15.34% Large Blend category median performance)
  • American Funds Fundamental Invs R6 Fund (RFNGX) ratio of up-years vs down years can be improved
  • American Funds Fundamental Invs R6 Fund (RFNGX) has a Morningstar rating of 3 and below
See American Funds Fundamental Invs R6 Fund (RFNGX) performance details as of Oct 30, 2014

 

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 R67.4413.2218.6215.30
Bright Rock Quality Large Cap Investor (BQLIX)8.7312.9119.650Compare
Fidelity Spartan Total Market Index F (FFSMX)9.8516.0019.6917.06Compare
American Beacon S&P 500 Idx Instl (AASPX)10.8617.0919.6516.53Compare

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
First Trust Value Line Equity Allc Index (FVI)2.10%8.46%13.90%
PowerShares S&P 500 BuyWrite (PBP)3.72%7.40%8.84%
ProShares Credit Suisse 130/30 (CSM)13.46%19.93%20.82%
Vanguard S&P 500 ETF (VOO)10.85%17.19%19.73%
WisdomTree Earnings 500 (EPS)10.61%17.19%19.49%

 

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
10/2014$71.03B
09/2014$71.52B
08/2014$68.99B
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
09/20142.89%93.68%0%3.43%
06/20143.59%95.92%0%0.49%
03/20143.91%96.01%0.08%0%
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

Sep 29, 2014
Microsoft Corporation [3.88%]
Amazon.com, Inc. [3.17%]
Comcast Corporation [2.77%]
Boeing Company (The) Common Sto [2.16%]
Union Pacific Corporation Commo [2.07%]
Merck & Company, Inc. Common St [1.97%]
Philip Morris International Inc [1.96%]
Home Depot, Inc. (The) Common S [1.93%]
Wells Fargo & Company Common St [1.91%]
General Electric Company Common [1.65%]

Jun 29, 2014
Microsoft Corporation [3.42%]
Amazon.com, Inc. [3.28%]
Comcast Corporation [2.79%]
Boeing Company (The) Common Sto [2.12%]
Apple Inc. [2.11%]
Philip Morris International Inc [1.98%]
Union Pacific Corporation Commo [1.95%]
Merck & Company, Inc. Common St [1.91%]
Wells Fargo & Company Common St [1.9%]
Home Depot, Inc. (The) Common S [1.87%]

Mar 30, 2014
Amazon.com, Inc. [3.51%]
Microsoft Corporation [3.24%]
Comcast Corporation [2.52%]
Google Inc. [2.5%]
Boeing Company (The) Common Sto [2.25%]
Home Depot, Inc. (The) Common S [2.11%]
Philip Morris International Inc [1.98%]
Union Pacific Corporation Commo [1.9%]
Merck & Company, Inc. Common St [1.89%]
Wells Fargo & Company Common St [1.79%]
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

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