American Funds® Fundamental Investors® - Class R-6

[Pages:1]American Funds? Fundamental Investors? - Class R-6

Release Date

..............................................................................................................................................................................................................................................................................................0.3..-.3..1..-.2.2..................................

Category

Large Blend

Investment Objective & Strategy

From the investment's prospectus

The investment seeks long-term growth of capital and income.

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.

Volatility and Risk

Volatility as of 03-31-22

Investment

Low

Moderate

High

Category

Risk Measures as of 03-31-22

3 Yr Std Dev

3 Yr Beta

Port Avg Rel S&P 500

17.74

1.00

0.98

.

Rel Cat

0.98

0.99

Portfolio Analysis

Composition as of 03-31-22

U.S. Stocks Non-U.S. Stocks Bonds Cash Other

% Assets

78.6 18.8 0.0 2.2 0.3

Top 10 Holdings as of 03-31-22

% Assets

Microsoft Corp

5.04

Broadcom Inc

4.02

Capital Group Central Cash Fund

2.14

Alphabet Inc Class C

2.05

A...m...a..z..o..n....c..o..m.....In...c......................................................................2....0..2.

Meta Platforms Inc Class A

2.02

Philip Morris International Inc

1.96

UnitedHealth Group Inc

1.93

Altria Group Inc

1.74

Centene Corp

1.55

Principal Risks Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Income, Issuer, Market/Market Volatility, Equity Securities

Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.

Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.

Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio % Fund Family Name

Notes

0.28% of fund assets 0.28% of fund assets 0.24%

. 0.00% 0.04% 05-01-09 125,865.3 25.00 American Funds

Morningstar Style BoxTM as of 03-31-22

% Mkt Cap

Large Mid Small

G...i.a..n..t.........................................4..2.....1..4.

Large

37.43

Medium

18.38

S...m...a..l.l..........................................2.....0..1.

Value Blend Growth

Micro

0.03

Morningstar Equity Sectors as of 03-31-22

% Fund

h ........C...y.c..l.i.c..a..l............................................................................2..7....3..2.

r Basic Materials

4.53

t Consumer Cyclical

9.64

y Financial Services

11.63

u Real Estate

1.52

j ........S...e..n..s..it..i.v.e...........................................................................4..6....8..3.

i Communication Services

9.42

o Energy

5.17

p Industrials

9.49

a Technology

22.75

k ........D...e..f.e..n..s..i.v..e.........................................................................2..5....8..4.

s Consumer Defensive

10.92

d Healthcare

12.72

f Utilities

2.20

Waiver Data

Type

.

.

Exp. Date

%

.

.

Portfolio Manager(s)

Dina Perry. Since 1993.

Brady Enright. Since 2006.

................................................................................................

Advisor

Capital Research and

Management Company

Subadvisor

.

?2022 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .

?

13.2323-122 (04/22) CN1943339_1223

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