The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.
American Funds funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $250.
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Fundamental Investors, Class A
Pre-filled with ANCFX's historical average return
ANCFX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on ANCFX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Fundamental Investors, Class A
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Pre-filled with ANCFX's historical average return
Important: This projection uses simplified assumptions based on ANCFX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
FSMDXFidelity Mid Cap Index Fund
FXAIXFidelity 500 Index Fund
VFIAXVanguard 500 Index Fd Admiral S
VINIXVanguard Institutional Index
ANCFX is the ticker symbol for Fundamental Investors, Class A , a Large Blend mutual fund managed by American Funds. The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.
ANCFX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
ANCFX has posted a 1-year return of +31.57%, 3-year return of +31.00%, 5-year return of +20.18%, 10-year return of +574.76%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
ANCFX requires a minimum initial investment of $250. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether ANCFX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.