Is Ancfx a good fund?
Overall, American Funds Fundamental Investors A ( ANCFX ) has a low Zacks Mutual Fund rank, and in conjunction with its comparatively weak performance, average downside risk, and lower fees, this fund looks like a somewhat weak choice for investors right now.
What is Ancfx invested in?
As of June 15, 2022, the fund has assets totaling almost $104.27 billion invested in 329 different holdings. The fund's holdings are in Microsoft, Amazon.com, Broadcom, Philip Morris International and Comcast.
What companies are in Ancfx?
Top 10 HoldingsCompanySymbolTotal Net AssetsPhilip Morris International Inc.PM1.96%UnitedHealth Group Inc.UNH1.93%Altria Group Inc.MO1.74%Centene Corp.CNC1.55%6 more rows
What is in Fidelity Contrafund?
The Fidelity Contrafund is a fund containing large, well-established companies with solid management teams that are likely to exhibit superior earnings growth and strong free cash flow. The majority of the fund's holdings are U.S. domestic equities that include Alphabet, Berkshire Hathaway, Apple, and Amazon.
What companies are in Awshx?
Top 10 HoldingsCompanySymbolTotal Net AssetsBroadcom Inc.AVGO5.97%Microsoft Corp.MSFT5.74%UnitedHealth Group Inc.UNH4.00%Comcast Corp. Cl ACMCSA3.34%6 more rows
Does American funds have a S&P 500 index fund?
Over the 15-year period ending June 30, 2019, the S&P 500 Index beat almost 90 percent of actively managed funds that invest in U.S. stocks....End ValueAmerican Funds Average$39,814Vanguard Total Stock Market Index Admiral (VTSAX)$45,112Source: portfoliovisualizer.com5 more rows•Jan 2, 2020
How is active share determined?
Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark. Active Share is neither a predictor of future returns nor a measure of manager skill.
What is the tax rate for long term capital gains?
Long-term capital gain distributions are taxed at a maximum 15% rate. Historical Special Dividend: A fund pays a special dividend when the income earned by the fund exceeds the income the fund has paid in the form of regular dividends throughout the year.
Fund Description
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.
Dina Perry
Dina Perry is a senior vice president of Capital Research and Management Company serving as a portfolio manager for several mutual funds. Prior to joining Capital Research in 1991, she was a senior portfolio manager with Neuberger & Berman, where she managed equity portfolios for pension funds and individuals.
Brady Enright
Brady L. Enright is an equity portfolio manager at Capital Group. He has 30 years of investment experience and has been with Capital Group for 25 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. small-cap companies, as well as commercial services and supplies companies.
Mark Casey
Mark L. Casey is an equity portfolio manager at Capital Group. He has 21 years of investment experience, all with Capital Group. Earlier in his career at Capital, Mark was an equity investment analyst and covered U.S. media, entertainment, newspapers, infrastructure software, internet and document imaging.
Mathews Cherian
Mathews Cherian is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 18 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. and European semiconductor companies.
Paul Benjamin
Paul Benjamin is an equity portfolio manager at Capital Group. As an equity investment analyst, he covers U.S. large-cap software companies. He has the investment experience since 2005, all with Capital Group. Prior to joining Capital, he managed the European operations for Interelate, a technology start-up funded by Goldman Sachs.
Julian Abdey
Julian N. Abdey is an equity portfolio manager at Capital Group. Julian has 23 years of investment experience and has been with Capital Group for 16 years. Earlier in his career at Capital, he was an equity investment analyst and covered U.S. and European small-cap financial companies such as banks and savings & loans.
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Fund Description
Fundamental Investors - Class A was incepted in August 1978 and is managed by Capital Research and Management Company. The objective of the fund is to seek long-term growth of capital and income primarily through investments in common stocks.
