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American Funds Fundamental Investors - Class R2e: (MF: RFEBX)
(NASDAQ Mutual Funds) As of Jun 10, 2025 08:00 PM ET
$85.93 USD
+0.26 (0.30%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.72 | 16 |
| 3 months | 2.87 | 5 |
| 6 months | 2.73 | 7 |
| 1 Year | 15.26 | 5 |
| 3 Year | 14.87 | 6 |
| 5 Year | 14.88 | 28 |
| 10 Year | 11.38 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.30 |
| 5 Year | 16.57 |
| 10 Year | 10.84 |
| Since Inception | 10.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.33 | NA | NA | NA |
| 2024 | 11.34 | 2.77 | 5.39 | 1.52 |
| 2023 | 5.81 | 7.71 | -2.89 | 13.17 |
| 2022 | -5.90 | -15.89 | -5.33 | 10.16 |
| 2021 | 6.18 | 7.15 | -1.31 | 8.19 |
| 2020 | -21.01 | 19.09 | 6.82 | 13.83 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.72 | 22.44 | 25.26 | -17.47 | 21.48 | 14.39 | 26.99 | -7.08 | 22.73 | 12.03 | 3.09 |
| % Total Return Rel to Index | 3.66 | -2.57 | -0.98 | 0.73 | -7.20 | -4.01 | -4.49 | -2.68 | 0.94 | 0.10 | 1.70 |
| % Total Return Rel to Peer | 2.47 | 6.60 | 9.98 | -6.68 | -2.85 | 6.18 | 1.35 | 0.48 | 5.32 | 0.71 | 6.30 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 2.00 | 3.00 | 3.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.06 | 0.52 | 0.52 | 0.36 | 0.30 | 0.74 | 0.65 | 0.67 | 0.63 | 0.65 | 0.74 |
| % Yield | 0.07 | 0.57 | 0.63 | 0.55 | 0.35 | 1.02 | 0.95 | 1.13 | 0.92 | 1.12 | 1.33 |
| Capital Gains ($) | 0.00 | 6.26 | 3.30 | 2.03 | 7.39 | 0.78 | 3.61 | 4.74 | 3.89 | 1.69 | 2.31 |
| Expense Ratio | 0.00 | 1.07 | 1.08 | 1.09 | 1.08 | 1.08 | 1.09 | 1.11 | 1.10 | 0.00 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%