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

Updated: September 19, 2020
17
Bull Case
  • 15-year return above the benchmark
Bear Case
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

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

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 AFIFX top holdings?

AFIFX 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 AFIFX performance? What are AFIFX historical returns?

AFIFX has generated the following returns:

  • 1-month return is 2.47%;
  • 3-month return is 8.18%;
  • 1-year return is 14.70%;
  • 3-year return is 9.83%;
  • 5-year return is 12.74%;
  • 10-year return is 12.58%;
  • 15-year return is 9.11%.

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

In the last 10 years, AFIFX had 8 up years and 2 down years. See Performances

5. What is AFIFX dividend yield?

AFIFX yield is 1.46%.

6. What is AFIFX minimum initial investment amount?

AFIFX minimum initial investment amount is N/A.

7. What is AFIFX expense ratio?

AFIFX expense ratio is 0.67%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

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

AFIFX 12b-1 distribution fee is 0.25. AFIFX front-end sales load is 0. AFIFX back-end sales load is 0.

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

  • 1-year ax cost ratio is 1.91%;
  • 3-year ax cost ratio is 2.01%.

See Taxes

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

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

See Risks

11. What is AFIFX Sharpe ratio?

  • 3-year Sharpe ratio is 0.44;
  • 5-year Sharpe ratio is 0.60;
  • 10-year Sharpe ratio is 0.89.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 17. Our quantitative analysis shows 1 reason to buy and 5 reasons to sell it, resulting in the Finny Score of 17.

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

The following are AFIFX strengths from our perspective:

  • <strong>AFIFX 15-year return</strong> is 9.11%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 9.4%.

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

The following are AFIFX weaknesses from our perspective:

  • <strong>AFIFX 3-year return</strong> is 9.83%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.64%.
  • <strong>AFIFX 5-year return</strong> is 12.74%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 14.57%.
  • <strong>AFIFX 10-year return</strong> is 12.58%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 14.33%.
  • <strong>AFIFX expense ratio</strong> is 0.67%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the AFIFX review, we covered AFIFX 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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