American Funds Fundamental Invs F3
FUNFX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- San Francisco, CA 94120-7650 San Francisco CA United States of America 94120-7650
- IPO Date
- Jan 27, 2017
- CIK
- 0000039473
- Website
- capitalgroup.com
- Similar Companies
- Business
- American Funds Fundamental Investors Fund F3 (FUNFX) is a growth-and-income mutual fund that seeks long-term capital appreciation and current income by investing primarily in common stocks of companies with strong balance sheets, consistent earnings growth, and attractive valuations. The fund employs a fundamental, bottom-up investment approach, selecting securities from a diversified portfolio that typically includes blue-chip companies across sectors such as technology, healthcare, financials, consumer discretionary, and industrials; notable holdings often encompass established firms like Microsoft Corp., Broadcom Inc., and Eli Lilly & Co. It offers share classes tailored for retirement plans and financial advisors, with F3 shares featuring no sales loads, lower expense ratios, and a focus on long-term investors through platforms like American Funds 529 plans and employer-sponsored retirement accounts. Established in 1973 as part of the American Funds family managed by Capital Group Companies, Inc., headquartered in Los Angeles, California, the fund operates globally with investments spanning the United States, Europe, Asia-Pacific, and emerging markets, targeting institutional investors, high-net-worth individuals, and retirement plan participants. FUNFX maintains a portfolio of approximately 300-400 holdings to mitigate risk, emphasizing dividend-paying equities and growth opportunities while adhering to prudent risk management principles rooted in Capital Group's 90+ years of investment experience. The fund does not engage in frequent trading, with an emphasis on long-term holding periods exceeding five years for core positions. In recent developments, Capital Group announced enhancements to its American Funds lineup in 2024, including expanded access to F3 share classes for target-date series and retirement income funds amid rising demand for low-cost, advisor-friendly options; this followed a 2023 strategic shift toward greater fee transparency and digital distribution tools to compete with passive ETFs. No major acquisitions or name changes have occurred for FUNFX specifically within the last two years, though Capital Group bolstered its fundamental research capabilities through internal expansions and partnerships with global data providers in 2025 to refine proprietary investment models. These updates align with broader industry trends toward active management resilience in volatile markets.