ANCFX
American Funds Fundamental Investors
1W: -1.2%
1M: -1.0%
3M: -1.4%
YTD: +9.5%
1Y: +14.6%
3Y: +92.0%
5Y: +85.8%
$102.55
+0.84 (+0.83%)
Weekly Expected Move ±1.5%
$99
$100
$102
$103
$105
Key Statistics
AUM$181.9B
Holdings230
Top 10 Wt33.4%
Volume0
Avg Volume0
Beta1.01
Portfolio Fundamentals
P/E8.1
P/B4.9
Div Yield1.70%
ROE89.0%
% Profitable83%
Inception1980-01-02
Sector Allocation
Technology
26.2%
Industrials
12.8%
Consumer Cyclical
10.2%
Financial Services
9.3%
Consumer Defensive
8.9%
Communication Services
8.5%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | 1YD.DE | 5.94% | $9.1B | 29,536,763 |
| 2 | MICROSOFT CORP | 4338.HK | 4.51% | $6.9B | 18,767,372 |
| 3 | PHILIP MORRIS INTERNATIONAL INC | PMI.SW | 3.99% | $6.1B | 37,157,388 |
| 4 | ALPHABET INC | ABEC.F | 3.64% | $5.6B | 19,545,233 |
| 5 | NVIDIA CORP | 0QOJ.L | 3.61% | $5.6B | 31,890,368 |
| 6 | CAPITAL GROUP CENTRAL CASH FUND | — | 2.81% | $4.3B | 43,289,045 |
| 7 | AMAZON.COM INC | 0R1O.IL | 2.80% | $4.3B | 20,709,619 |
| 8 | META PLATFORMS INC | FB2A.DE | 2.31% | $3.6B | 6,227,733 |
| 9 | BRITISH AMERICAN TOBACCO PLC | BATS.L | 2.29% | $2.7B | 60,627,103 |
| 10 | TRANSDIGM GROUP INC | 0REK.L | 2.17% | $3.3B | 2,881,772 |