American Funds Fundamental Investors - American Funds/Capital Group
Shareclass
American Funds Fundamental Investors Class A (ANCFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund American Funds Fundamental Investors - American Funds/Capital Group
FUND COVERAGE
# of holdings218
% of assets92%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC0.44%$718.82M
- 2. Publicis Groupe SA0.55%$884.74M
- 3. Procter & Gamble Co/The0.07%$111.18M
- 4. Novo Nordisk A/S0.11%$175.32M
- 5. Bank of America Corp0.31%$493.68M
- 6. Danone SA0.04%$62.86M
- 7. Welltower Inc0.83%$1.34B
- 8. Schneider Electric SE0.17%$273.61M
- 9. Mondelez International Inc0.16%$262.58M
- 10. Mastercard Inc0.48%$772.59M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.73%$1.18B
- 2. FTAI Aviation Ltd0.32%$510.98M
- 3. Viper Energy Inc0.07%$114.41M
- 4. Constellation Software Inc/Canada0.24%$392.91M
- 5. Carvana Co0.19%$313.9M
- 6. ROBLOX Corp0.42%$685.13M
- 7. Strategy Inc0.57%$913.24M
- 8. Brookfield Corp0.5%$802.23M
- 9. Brookfield Infrastructure Partners LP0.15%$242.66M
- 10. Brown & Brown Inc0.09%$139.09M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund American Funds Fundamental Investors - American Funds/Capital Group
Totals
Holdings
Assets
Weight
Prisons
13.0
$23.35B
14%
Prisons high risk
2.0
$411.64M
0.25%
Private prisons
0.0
$0
0%
Borders
13.0
$25.88B
16%
Borders high risk
5.0
$2.4B
1.49%
Total
19.0
$27.31B
17%
Holdings — 19 flagged holdings
1.
Microsoft Corp
:$8.85B
5.48%
2.
Alphabet Inc
:$6.29B
3.89%
3.
Amazon.com Inc
:$3.75B
2.32%
4.
Alphabet Inc
:$1.67B
1.03%
5.
Ingersoll Rand Inc
:$970.18M
0.6%
6.
RTX Corp
:$962.33M
0.6%
7.
Thermo Fisher Scientific Inc
:$941.74M
0.58%
8.
Restaurant Brands International Inc
$776.27M
0.48%
9.
Salesforce Inc
:$771.68M
0.48%
10.
Northrop Grumman Corp
:$551.99M
0.34%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds Fundamental Investors - American Funds/Capital Group ANCFX
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Social
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