Fundamental Investors, Class R-5 Shares: (MF: RFNFX)

(NASDAQ Mutual Funds) As of Oct 29, 2025 05:29 PM ET

$97.29 USD

+0.27 (0.28%)

Zacks MF Rank

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1-Strong Buy 1

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Strong Buy 1

MF Report

Class Name	Ticker
American Funds Fundamentl Invs A	ANCFX
American Funds Fundamentl Invs 529F	CFNFX
American Funds Fundamentl Invs 529E	CFNEX
American Funds Fundamentl Invs R5	RFNFX
American Funds Fundamentl Invs R4	RFNEX
American Funds Fundamentl Invs R3	RFNCX
American Funds Fundamentl Invs R2	RFNBX
American Funds Fundamentl Invs R1	RFNAX
American Funds Fundamentl Invs 529A	CFNAX
American Funds Fundamentl Invs 529C	CFNCX
American Funds Fundamentl Invs C	AFICX
American Funds Fundamentl Invs F	AFIFX
American Funds Fundamentl Invs F2	FINFX
American Funds Fundamentl Invs R6	RFNGX

	Ticker	Max Load %	Deferred Load %	Red. Fee %	12B-1 Fee %	Mgmt Fee %	Expense Ratio %
American Funds Fundamentl Invs R5	RFNFX	NA	NA	0.00	0.00	0.24	0.33

	Ticker	Nav	Inception Date	% yield	1 year return	2 year return	3 year return
American Funds Fundamentl Invs A	ANCFX	94.32	7/31/1978	0.90	21.04	26.71	16.31
American Funds Fundamentl Invs 529F	CFNFX	93.68	7/31/1978	1.01	21.19	26.87	16.48
American Funds Fundamentl Invs 529E	CFNEX	94.22	7/31/1978	0.67	20.71	26.35	15.99
American Funds Fundamentl Invs R5	RFNFX	97.29	11/1/2002	1.12	21.34	27.04	16.61
American Funds Fundamentl Invs R4	RFNEX	94.02	7/31/1978	0.86	20.99	26.66	16.26
American Funds Fundamentl Invs R3	RFNCX	91.75	7/31/1978	0.61	20.62	26.28	15.92
American Funds Fundamentl Invs R2	RFNBX	93.16	7/31/1978	0.25	20.09	25.72	15.40
American Funds Fundamentl Invs R1	RFNAX	93.19	7/31/1978	0.25	20.10	25.73	15.41
American Funds Fundamentl Invs 529A	CFNAX	93.81	7/31/1978	0.88	20.99	26.66	16.26
American Funds Fundamentl Invs 529C	CFNCX	94.31	7/31/1978	0.22	20.07	25.69	15.38
American Funds Fundamentl Invs C	AFICX	93.38	3/15/2001	0.26	20.13	25.76	15.43
American Funds Fundamentl Invs F	AFIFX	94.26	7/31/1978	0.85	20.95	26.63	16.24
American Funds Fundamentl Invs F2	FINFX	92.02	8/1/2008	1.07	21.27	26.97	16.55
American Funds Fundamentl Invs R6	RFNGX	94.06	5/1/2009	1.16	21.41	27.10	16.67

	Ticker	Minimum Initial Investment ($)	Minimum Subsequent Investment ($)	Minimum Initial IRA ($)	Dividend Frequency
American Funds Fundamentl Invs R5	RFNFX	250	50	25	Q