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15 important things you should know about American Funds AFICX mutual fund

Updated: September 27, 2020
N/A
Bull Case
  • No Bull case arguments for now!
Bear Case
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for AFICX “stock” price, you can quickly find it out by visiting Finny and typing "AFICX quote". If you’re looking for a quick scoop on AFICX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AFICX". You’ll get all this info in one place.

Are you looking to buy or sell AFICX? Or perhaps you’re looking for AFICX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AFICX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AFICX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AFICX buy or sell; the pros and cons of investing in AFICX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AFICX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Fundamental Investors; Class C Shares (AFICX).
  2. What are AFICX holdings?
  3. What is AFICX performance? What are AFICX historical returns?
  4. How many up and down years did AFICX have historically?
  5. What is AFICX dividend yield?
  6. What is AFICX minimum initial investment amount?
  7. What is AFICX expense ratio?
  8. Does AFICX have any sales loads or 12b-1 distribution expenses?
  9. What is AFICX tax efficiency (tax-cost ratio)?
  10. What is AFICX beta? How would you assess AFICX risk?
  11. What is AFICX Sharpe ratio?
  12. What is AFICX Finny Score? AFICX buy or sell?
  13. What are the pros of investing in AFICX? What are AFICX buy reasons?
  14. What are the cons of investing in AFICX? What are AFICX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Fundamental Investors; Class C Shares (AFICX).

The Fund seeks to provide income over time by investing primarily in common stocks of large, established companies that offer growth potential at reasonable prices. The Fund may also invest significantly in non-US securities.

2. What are AFICX top holdings?

AFICX has 284 stock holdings and 0 bond holdings.

The top 10 holdings represent 26.74% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 5.63%
Amazon.com Inc AMZN 3.20%
UnitedHealth Group Inc UNH 3.08%
Broadcom Inc AVGO 3.02%
Facebook Inc A FB 2.60%
Berkshire Hathaway Inc A BRK.A 2.40%
JPMorgan Chase & Co JPM 2.25%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 1.53%
Netflix Inc NFLX 1.52%
Alphabet Inc Class C GOOG 1.51%

3. What is AFICX performance? What are AFICX historical returns?

AFICX has generated the following returns:

  • 1-month return is -2.59%;
  • 3-month return is 4.55%;
  • 1-year return is 7.72%;
  • 3-year return is 7.40%;
  • 5-year return is 10.66%;
  • 10-year return is 11.05%;
  • 15-year return is 8.05%.

4. How many up and down years did AFICX have historically?

In the last 10 years, AFICX had 8 up years and 2 down years.

AFICX up and down years

5. What is AFICX dividend yield?

AFICX yield is 0.78%.

6. What is AFICX minimum initial investment amount?

AFICX minimum initial investment amount is $1.00K.

7. What is AFICX expense ratio?

AFICX expense ratio is 1.39%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AFICX expenses

8. Does AFICX have any sales loads or 12b-1 distribution expenses?

AFICX 12b-1 distribution fee is 1. AFICX front-end sales load is 0. AFICX back-end sales load is 1.

9. What is AFICX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.69%;
  • 3-year ax cost ratio is 1.83%.
AFICX tax costs

10. What is AFICX beta? How would you assess AFICX risk?

  • 3-year beta is 0.97;
  • 5-year beta is 0.98;
  • 10-year beta is 1.00.
AFICX Beta

11. What is AFICX Sharpe ratio?

  • 3-year Sharpe ratio is 0.40;
  • 5-year Sharpe ratio is 0.55;
  • 10-year Sharpe ratio is 0.84.
AFICX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 6 reasons to sell it, resulting in the Finny Score of 0.

13. What are the pros of investing in AFICX? What are AFICX buy reasons?

We don't see any strong reasons to buy AFICX.

14. What are the cons of investing in AFICX? What are AFICX negatives?

The following are AFICX weaknesses from our perspective:

  • <strong>AFICX 3-year return</strong> is 7.4%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 11.64%.
  • <strong>AFICX 5-year return</strong> is 10.66%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 13.04%.
  • <strong>AFICX 10-year return</strong> is 11.05%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.48%.
  • <strong>AFICX 15-year return</strong> is 8.05%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 9.13%.
  • <strong>AFICX expense ratio</strong> is 1.39%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the AFICX review, we covered AFICX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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