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American Funds Fundamental Investors - Class R-5e: (MF: RFNHX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:24 PM ET

$89.12 USD

-0.06 (-0.07%)

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:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.20 55
3 months 4.57 55
6 months 12.80 17
1 Year 27.27 5
3 Year 24.82 2
5 Year 14.78 7
10 Year 15.32 5

* 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 Feb 28, 2026

1 Year 24.47
5 Year 14.45
10 Year 14.17
Since Inception 13.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.16 15.46 6.62 4.41
2024 11.52 2.93 5.57 1.68
2023 5.97 7.89 -2.73 13.35
2022 -5.75 -15.76 -5.17 10.35
2021 6.36 7.31 -1.14 8.38

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.2024.4723.2326.06-16.9322.2915.1427.84-6.4523.5412.61
% Total Return Rel to Index 2.416.25-1.78-0.181.27-6.38-3.25-3.64-2.061.740.68
% Total Return Rel to Peer 0.959.427.3910.78-6.14-2.046.932.201.106.131.29
% Perf Quintile vs Peer* 2.001.000.001.004.004.002.003.003.001.003.00
% Dividends 0.000.811.050.930.770.811.131.041.101.010.94
% Yield 0.000.781.150.981.180.931.541.521.841.461.59
Capital Gains ($) 0.007.176.263.302.037.390.783.614.743.891.69
Expense Ratio 0.000.420.420.430.450.420.430.430.450.440.00

* 1 = Top 20%, 5 = Bottom 20%