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ANCFX - American Funds Fundamental Investors

Name: American Funds Fundamental Investors (ANCFX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$89.40

-0.07 (-0.08%)

Weekly Expected Move ±2.4%

$82 $85 $87 $89 $91

ETF NASDAQ · AUM $166.7B

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

64.0

★★★★★

Altman Z-Score

11.25

Safe

Weight Coverage

98%

of portfolio analyzed

Holdings Matched

222

with fundamental data

InsiderStreet Scorecard

★★★★★ 64.0

Profitability

69.3

Balance Sheet

62.2

Earnings Quality

70.2

Growth

62.5

Value

46.0

Momentum

81.5

Safety

80.3

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

11.25

Safe Zone (>2.99)

Piotroski F-Score

6.8 / 9

Moderate

Beneish M-Score

-1.99

Unlikely Manipulator

Credit Score

—

Earnings Quality

70.2 / 100

Portfolio Valuation

P/E

34.07x

P/B

11.92x

P/S

14.60x

EV/EBITDA

9.74x

EV/Revenue

6.33x

P/FCF

56.58x

P/OCF

27.18x

PEG

0.97x

Earnings Yield

2.93%

FCF Yield

1.77%

OCF Yield

3.68%

Median P/E

23.58x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +20.2%

Net Income +43.4%

EPS +47.9%

FCF +30.2%

EBITDA +30.7%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +18.1%

Rev CAGR 5Y +19.2%

EPS CAGR 3Y +35.0%

EPS CAGR 5Y +28.0%

FCF CAGR 3Y +24.8%

FCF CAGR 5Y +19.1%

EBITDA CAGR 3Y +27.9%

EBITDA CAGR 5Y +23.5%

Payout Ratio

42.98%

Buyback Yield

1.48%

Dividend Yield

1.51%

Total Shareholder Return

2.24%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$89.40

Median 1Y

$100.16

5th Pctile

$72.79

95th Pctile

$138.61

Ann. Volatility

19.5%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	34.07
Portfolio P/B	11.92
Portfolio P/S	14.60
EV/EBITDA	9.74
EV/Revenue	6.33
P/FCF	56.58
P/OCF	27.18
PEG	0.97
Earnings Yield	2.93%
FCF Yield	1.77%
OCF Yield	3.68%
Median P/E	23.58

Profitability & Returns (9)

Metric	Value
Gross Margin	67.45%
Operating Margin	47.72%
Net Margin	42.85%
FCF Margin	25.77%
ROE	42.76%
ROA	26.31%
ROIC	37.54%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.21
Debt/Assets	0.13
Net Debt/EBITDA	-0.23
Interest Coverage	48.44
Current Ratio	3.72
Quick Ratio	3.04

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	20.16%
Net Income Growth	43.39%
EPS Growth	47.86%
FCF Growth	30.22%
EBITDA Growth	30.73%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	18.13%
Revenue CAGR 5Y	19.18%
Revenue CAGR 10Y	—
EPS CAGR 3Y	34.98%
EPS CAGR 5Y	27.99%
EPS CAGR 10Y	—
FCF CAGR 3Y	24.78%
FCF CAGR 5Y	19.13%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	27.93%
EBITDA CAGR 5Y	23.50%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	33.14%
Net Income CAGR 5Y	28.09%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	64.0
IS Profitability	69.3
IS Balance Sheet	62.2
IS Earnings Quality	70.2
IS Growth	62.5
IS Value	46.0
IS Momentum	81.5
IS Safety	80.3
IS Quality	75.7
Altman Z-Score	11.25
Piotroski F-Score	6.78
Beneish M-Score	-1.99
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.51%
Payout Ratio	42.98%
Buyback Yield	1.48%
Total Shareholder Return	2.24%

Growth Stability (4)

Metric	Value
Revenue Stability	0.837
Earnings Stability	0.561
Earnings Persistence	0.745
Margin Stability	0.852

Medians (3)

Metric	Value
Median P/E	23.58
Median P/B	3.16
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	98.13%
Holdings Matched	222
Total Holdings	221