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17 important things you should know about American Funds ANCFX mutual fund

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

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

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

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

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

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

Fact Sheet

1. Describe American Funds Fundamental Investors; Class A Shares (ANCFX).

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 ANCFX top holdings?

ANCFX has 322 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 ANCFX performance? What are ANCFX historical returns?

ANCFX has generated the following returns:

  • 1-month return is 2.97%;
  • 3-month return is 4.73%;
  • 1-year return is 10.63%;
  • 3-year return is 8.67%;
  • 5-year return is 10.94%;
  • 10-year return is 11.84%;
  • 15-year return is 9.37%.

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

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

ANCFX up and down years

5. What is ANCFX dividend yield?

ANCFX yield is 1.55%.

6. What is ANCFX minimum initial investment amount?

ANCFX minimum initial investment amount is $1.00K.

7. What is ANCFX expense ratio?

ANCFX expense ratio is 0.62%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

ANCFX expenses

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

ANCFX 12b-1 distribution fee is 0.25. ANCFX front-end sales load is 5.75. ANCFX back-end sales load is 0.

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

  • 1-year ax cost ratio is 1.97%;
  • 3-year ax cost ratio is 2.05%.
ANCFX tax costs

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

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

11. What is ANCFX Sharpe ratio?

  • 3-year Sharpe ratio is 0.44;
  • 5-year Sharpe ratio is 0.61;
  • 10-year Sharpe ratio is 0.90.
ANCFX Sharpe ratio

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 ANCFX? What are ANCFX buy reasons?

The following are ANCFX strengths from our perspective:

  • <strong>ANCFX 15-year return</strong> is 9.37%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 9.5%.

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

The following are ANCFX weaknesses from our perspective:

  • <strong>ANCFX 3-year return</strong> is 8.67%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 12.09%.
  • <strong>ANCFX 5-year return</strong> is 10.94%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.68%.
  • <strong>ANCFX 10-year return</strong> is 11.84%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.44%.
  • <strong>ANCFX expense ratio</strong> is 0.62%, 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 front-end sales fee. The maximum 12b1 fee is 0.25%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.

Alternatives

15. Compare and contrast: ANCFX vs AGTHX.

Both ANCFX and AGTHX are mutual funds. ANCFX has a lower 5-year return than AGTHX (10.94% vs 15.46%). ANCFX has a lower expense ratio than AGTHX (0.62% vs 0.65%). Below is the comparison between ANCFX and AGTHX.

ANCFX AGTHX
Segment U.S. Equity: Large Blend U.S. Equity: Large Growth
Net Assets $54.08B $109.72B
Expense Ratio 0.62% 0.65%
Management Style active active
Underlying Index N/A N/A
YTD Return 2.3% 20.52%
1-Year Return 10.63% 30.9%
3-Year Return 8.67% 16.49%
5-Year Return 10.94% 15.46%
10-Year Return 11.84% 14.4%
Dividend Yield 1.55% 0.63%

AGTHX profile: The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in attractively valued companies that, it the Adviser's opinion, represent good, long-term investment opportunities.

For further information, check out ANCFX vs AGTHX comparison details.

16. Compare and contrast: ANCFX vs VTSAX.

Both ANCFX and VTSAX are mutual funds. ANCFX has a lower 5-year return than VTSAX (10.94% vs 12.48%). ANCFX has a higher expense ratio than VTSAX (0.62% vs 0.04%). Below is the comparison between ANCFX and VTSAX.

ANCFX VTSAX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Net Assets $54.08B $248.34B
Expense Ratio 0.62% 0.04%
Management Style active passive (index-based)
Underlying Index N/A N/A
YTD Return 2.3% 7.45%
1-Year Return 10.63% 15.23%
3-Year Return 8.67% 11.74%
5-Year Return 10.94% 12.48%
10-Year Return 11.84% 13.24%
Dividend Yield 1.55% 1.68%

VTSAX profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out ANCFX vs VTSAX comparison details.

In the ANCFX review, we covered ANCFX 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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