American Funds Fundamental Investors Class R-2 (RFNBX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 8.49% | 5.46% | 3.03% |
Year-to-Date | 7.01% | 4.28% | 2.73% |
1 Year | 18.60% | 0.00% | 18.60% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
32%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 32% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.36%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,681
Real cost (fees + lost compounding)
$2,085
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-6.59%