INCEPTION DATE
August 01, 1978
IMPLEMENTATION
Consider for a large-cap core allocation
OBJECTIVE
Seeks to achieve long-term growth of capital and income
VEHICLE
Fundamental Investors
Fundamental Investors investment professionals use in-depth, bottom-up research to identify undervalued companies with attractive appreciation potential.
INVESTING IN GROWTH
Fundamental Investors makes investments in the companies powering economic growth and developing new products and services. Our investment professionals seek to identify overlooked companies with attractive prospects for capital appreciation, including those outside of traditional industries.
IDENTIFYING LONG-TERM LEADERS IN A BROAD RANGE OF SECTORS
Examples of top holdings in the portfolio (as of December 31, 2021)*
Blackstone
Thermo Fisher
Comcast
*Companies shown are among the top 20 equity holdings by weight in Fundamental Investors as of 12/31/21. (Microsoft, Broadcom, Meta Platforms, Alphabet, Amazon, Philip Morris, UnitedHealth Group, Netflix, Comcast, Pfizer, Altria, Centene, Applied Materials, British American Tobacco, Blackstone, Micron Technology, Thermo Fisher, JPMorgan Chase, CSX, Apple).
Sources: FactSet, Capital Group, and Morningstar. As of December 31, 2021.