American Funds Fundamental Investors Fund Class R2 (RFNBX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in American Funds Fundamental Investors Fund Class R2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Funds Fundamental Investors Fund Class R2 (RFNBX) has returned -6.30% so far this year and 19.53% over the past 12 months. Over the last ten years, RFNBX has had an annualized return of 11.89%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 2, 2003, RFNBX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +11.7%, while the worst month was Oct 2008 at -18.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, RFNBX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +10.4%, while the worst single day was Mar 16, 2020 at -12.3%.

American Funds Fundamental Investors Fund Class R2 has an annualized alpha of 1.78%, beta of 0.94, and R² of 0.94 versus S&P 500 Index. Calculated based on daily prices since January 03, 2003.

• This fund captured 103.79% of S&P 500 Index gains but only 97.45% of its losses — a favorable profile for investors.
• With beta of 0.94 and R² of 0.94, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

RFNBX has a high expense ratio of 1.36%, indicating above-average management fees.

RFNBX ranks 64 for risk / return — better than 64% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for American Funds Fundamental Investors Fund Class R2 (RFNBX) and compare them to a chosen benchmark (S&P 500 Index).

American Funds Fundamental Investors Fund Class R2 provided a 8.42% dividend yield over the last twelve months, with an annual payout of $7.18 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for American Funds Fundamental Investors Fund Class R2. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the American Funds Fundamental Investors Fund Class R2. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds Fundamental Investors Fund Class R2 was 53.81%, occurring on Mar 9, 2009. Recovery took 968 trading sessions.

The current American Funds Fundamental Investors Fund Class R2 drawdown is 10.78%.

The chart below shows the rolling one-month volatility.