ANCFX
American Funds Fundamental Investors
1W: -1.7%
1M: +3.9%
3M: +6.9%
YTD: +10.3%
1Y: +32.1%
3Y: +100.8%
5Y: +96.4%
$102.88
+0.03 (+0.03%)
Weekly Expected Move ±1.7%
$101
$102
$104
$106
$108
Key Statistics
AUM$174.1B
Holdings225
Top 10 Wt36.2%
Volume0
Avg Volume0
Beta1.04
Portfolio Fundamentals
P/E18.5
P/B11.0
Div Yield1.42%
ROE73.0%
% Profitable86%
Inception1980-01-02
Sector Allocation
Technology
32.7%
Industrials
12.8%
Financial Services
10.8%
Consumer Cyclical
9.2%
Communication Services
8.3%
Consumer Defensive
7.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | 1YD.DE | 7.23% | $11.7B | 33,832,452 |
| 2 | MICROSOFT CORP | 4338.HK | 5.47% | $8.9B | 18,308,855 |
| 3 | ALPHABET INC | ABEC.DE | 3.88% | $6.3B | 20,036,843 |
| 4 | NVIDIA CORP | NVD.DE | 3.86% | $6.2B | 33,508,322 |
| 5 | PHILIP MORRIS INTERNATIONAL INC | PMI.SW | 3.72% | $6.0B | 37,517,416 |
| 6 | MICRON TECHNOLOGY INC | MTE.DE | 3.21% | $5.2B | 18,179,074 |
| 7 | AMAZON.COM INC | 0R1O.IL | 2.32% | $3.8B | 16,258,732 |
| 8 | TRANSDIGM GROUP INC | 0REK.L | 2.28% | $3.7B | 2,775,111 |
| 9 | META PLATFORMS INC | FB2A.DE | 2.14% | $3.5B | 5,256,289 |
| 10 | SK HYNIX INC | 000660.KS | 2.08% | $4857.4B | 7,446,405 |