American Funds Fundamental Investors®
Shareclass
American Funds Fundamental Invs C (AFICX)
Type
Open-end mutual fund
Manager
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®
FUND COVERAGE
# of holdings214
% of assets93%
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 PLC0.45%$687.31M
- 2. Publicis Groupe SA0.56%$859.19M
- 3. Procter & Gamble Co0.09%$137.22M
- 4. Novo Nordisk AS Class B0.32%$488.04M
- 5. Boston Scientific Corp0.08%$124.79M
- 6. Bank of America Corp0.2%$311.78M
- 7. Danone SA0.04%$56.92M
- 8. Welltower Inc0.67%$1.01B
- 9. Mondelez International Inc Class A0.22%$328.97M
- 10. Schneider Electric SE0.17%$265.51M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.01%$1.53B
- 2. FTAI Aviation Ltd0.12%$176.98M
- 3. Viper Energy Inc Ordinary Shares - Class A0.06%$96.06M
- 4. Carvana Co Class A0.06%$93.4M
- 5. Roblox Corp Ordinary Shares - Class A0.62%$945.86M
- 6. Strategy Inc Class A1.13%$1.72B
- 7. Strategy Inc 8% PRF PERPETUAL USD 100 - Ser A0.16%$245.6M
- 8. Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A (594972861)0.16%$239.35M
- 9. Strategy 10% PRF PERPETUAL USD 100 - Ser A0.1%$146.68M
- 10. Brookfield Corp Registered Shs -A- Limited Vtg0.47%$720.82M
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®
Totals
Holdings
Assets
Weight
Prisons
10
$19.38B
13%
Prisons high risk
2
$477.23M
0.31%
Private prisons
0
$0
0%
Borders
13
$21.93B
14%
Borders high risk
5
$2.54B
1.67%
Total
17
$23.5B
15%
Holdings — 17 flagged holdings
1.
Microsoft Corp
:$9.18B
6.03%
2.
Amazon.com Inc
:$3.9B
2.56%
3.
Alphabet Inc Class C
:$3.73B
2.45%
4.
RTX Corp
:$1.18B
0.78%
5.
Restaurant Brands International Inc
$936.1M
0.61%
6.
Salesforce Inc
:$790.72M
0.52%
7.
Thermo Fisher Scientific Inc
:$695.56M
0.46%
8.
Alphabet Inc Class A
:$528.85M
0.35%
9.
Northrop Grumman Corp
:$451.08M
0.3%
10.
Airbus SE
:$431.06M
0.28%
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® AFICX
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Social
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