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Name | Symbol | Market | Type |
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Fundamental Investors, Class B Shares | NASDAQ:AFIBX | NASDAQ | Fund |
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-Q
Quarterly Schedule of Portfolio Holdings of
Registered Management Investment Company
Investment Company Act File Number: 811-00032
American Funds Fundamental Investors
(Exact Name of Registrant as Specified in Charter)
P.O. Box 7650, One Market, Steuart Tower,
San Francisco, California 94120
(Address of Principal Executive Offices)
Registrant's telephone number, including area code: (415) 421-9360
Date of fiscal year end: December 31
Date of reporting period: March 31, 2013
Patrick F. Quan
American Funds Fundamental Investors
P.O. Box 7650, One Market, Steuart Tower
San Francisco, California 94120
(Name and Address of Agent for Service)
Copies to:
Mark D. Perlow
K&L Gates LLP
Four Embarcadero Center, Suite 1200
San Francisco, California 94111
(Counsel for the Registrant)
ITEM 1 – Schedule of Investments
|
American Funds Fundamental Investors ® Investment portfolio March 31, 2013 |
unaudited
Common stocks 94.38% | ||
Value | ||
Financials 14.33% | Shares | (000) |
Citigroup Inc. | 22,616,000 | $ 1,000,532 |
Wells Fargo & Co. | 19,928,500 | 737,155 |
American Express Co. | 9,770,000 | 659,084 |
Goldman Sachs Group, Inc. | 3,870,000 | 569,471 |
BlackRock, Inc. | 2,100,000 | 539,448 |
ACE Ltd. | 5,300,000 | 471,541 |
CME Group Inc., Class A | 6,261,200 | 384,375 |
Legal & General Group PLC | 121,784,921 | 319,554 |
JPMorgan Chase & Co. | 6,720,000 | 318,931 |
Weyerhaeuser Co. | 9,254,731 | 290,413 |
Charles Schwab Corp. | 16,220,000 | 286,932 |
Moody’s Corp. | 4,680,000 | 249,538 |
Berkshire Hathaway Inc., Class A 1 | 1,555 | 243,015 |
SunTrust Banks, Inc. | 8,250,000 | 237,683 |
McGraw-Hill Companies, Inc. | 4,405,000 | 229,412 |
Simon Property Group, Inc. | 1,310,000 | 207,714 |
XL Group PLC | 6,000,000 | 181,800 |
American International Group, Inc. 1 | 4,666,700 | 181,161 |
Aon PLC, Class A | 2,860,000 | 175,890 |
AMP Ltd. | 26,993,082 | 146,449 |
CNO Financial Group, Inc. 2 | 11,900,000 | 136,255 |
Macerich Co. | 2,000,000 | 128,760 |
U.S. Bancorp | 2,672,000 | 90,661 |
Digital Realty Trust, Inc. | 1,215,000 | 81,296 |
American Tower Corp. | 1,000,000 | 76,920 |
Synovus Financial Corp. | 17,400,000 | 48,198 |
Canadian Western Bank | 1,500,000 | 41,849 |
Hospitality Properties Trust | 1,463,018 | 40,145 |
Industrial and Commercial Bank of China Ltd., Class H | 44,000,000 | 30,835 |
AXA SA | 700,000 | 12,031 |
ICICI Bank Ltd. | 600,000 | 11,539 |
8,128,587 | ||
Consumer discretionary 14.23% | ||
Home Depot, Inc. | 26,553,000 | 1,852,868 |
Amazon.com, Inc. 1 | 5,020,800 | 1,337,993 |
Time Warner Inc. | 15,265,000 | 879,569 |
Comcast Corp., Class A | 17,346,800 | 728,739 |
Starbucks Corp. | 7,000,000 | 398,720 |
Walt Disney Co. | 7,000,000 | 397,600 |
Virgin Media Inc. | 7,595,000 | 371,927 |
Johnson Controls, Inc. | 7,100,000 | 248,997 |
Expedia, Inc. | 3,794,000 | 227,678 |
CBS Corp., Class B | 4,125,000 | 192,596 |
Macy’s, Inc. | 4,500,000 | 188,280 |
Time Warner Cable Inc. | 1,605,000 | 154,176 |
Shaw Communications Inc., Class B, nonvoting | 6,000,000 | 148,320 |
Las Vegas Sands Corp. | 2,458,240 | 138,522 |
Marriott International, Inc., Class A | 3,193,545 | 134,864 |
Lowe’s Companies, Inc. | 3,430,000 | 130,066 |
General Motors Co. 1 | 4,000,000 | 111,280 |
Viacom Inc., Class B | 1,545,000 | 95,126 |
Daimler AG | 1,500,000 | 81,603 |
Wynn Resorts, Ltd. | 650,000 | 81,354 |
Ctrip.com International, Ltd. (ADR) 1 | 2,730,000 | 58,367 |
Hyundai Mobis Co., Ltd. | 183,326 | 50,668 |
Toyota Motor Corp. | 930,000 | 48,006 |
Industria de Diseño Textil, SA | 120,000 | 15,903 |
8,073,222 | ||
Industrials 13.09% | ||
Boeing Co. | 11,755,000 | 1,009,167 |
Union Pacific Corp. | 5,682,000 | 809,174 |
General Electric Co. | 31,500,000 | 728,280 |
Deere & Co. | 8,150,000 | 700,737 |
Parker-Hannifin Corp. | 7,350,000 | 673,113 |
Lockheed Martin Corp. | 6,558,200 | 632,997 |
Caterpillar Inc. | 4,070,000 | 353,968 |
Iron Mountain Inc. | 8,629,365 | 313,332 |
Rockwell Automation | 3,000,000 | 259,050 |
Fastenal Co. | 4,500,000 | 231,075 |
Honeywell International Inc. | 2,800,000 | 210,980 |
Schneider Electric SA | 2,433,764 | 177,803 |
MTU Aero Engines Holding AG | 1,835,346 | 173,957 |
Cummins Inc. | 1,410,000 | 163,292 |
United Technologies Corp. | 1,600,000 | 149,488 |
Waste Management, Inc. | 3,400,000 | 133,314 |
Eaton Corp. PLC | 2,000,000 | 122,500 |
Precision Castparts Corp. | 600,000 | 113,772 |
Siemens AG | 1,000,000 | 107,701 |
Meggitt PLC | 13,455,950 | 100,382 |
Grafton Group PLC, units 2 | 15,037,000 | 98,504 |
Ryanair Holdings PLC (ADR) | 1,850,000 | 77,293 |
European Aeronautic Defence and Space Co. EADS NV | 1,360,000 | 69,202 |
Experian PLC | 870,000 | 15,069 |
7,424,150 | ||
Information technology 12.93% | ||
Google Inc., Class A 1 | 1,337,800 | 1,062,253 |
Taiwan Semiconductor Manufacturing Co. Ltd. (ADR) | 26,949,400 | 463,260 |
Taiwan Semiconductor Manufacturing Co. Ltd. | 106,300,000 | 357,266 |
Texas Instruments Inc. | 22,885,300 | 811,971 |
Maxim Integrated Products, Inc. | 12,687,000 | 414,231 |
Avago Technologies Ltd. | 9,975,000 | 358,302 |
Apple Inc. | 800,000 | 354,104 |
Oracle Corp. | 10,947,000 | 354,026 |
ASML Holding NV | 4,173,032 | 280,640 |
ASML Holding NV (New York registered) | 954,800 | 64,936 |
Microsoft Corp. | 12,000,000 | 343,320 |
Amphenol Corp. | 4,100,000 | 306,065 |
Analog Devices, Inc. | 6,100,000 | 283,589 |
Arm Holdings PLC | 18,049,267 | 252,567 |
Rackspace Hosting, Inc. 1 | 4,330,000 | 218,578 |
ASM Pacific Technology Ltd. | 18,080,900 | 198,684 |
Cisco Systems, Inc. | 8,000,000 | 167,280 |
MasterCard Inc., Class A | 300,000 | 162,339 |
Samsung Electronics Co. Ltd. | 95,211 | 130,673 |
TE Connectivity Ltd. | 2,955,000 | 123,903 |
EMC Corp. 1 | 4,500,000 | 107,505 |
Visa Inc., Class A | 600,000 | 101,904 |
Infineon Technologies AG | 12,225,000 | 96,520 |
Baidu, Inc., Class A (ADR) 1 | 985,000 | 86,385 |
LinkedIn Corp., Class A 1 | 436,628 | 76,873 |
Linear Technology Corp. | 1,860,000 | 71,368 |
Autodesk, Inc. 1 | 1,730,000 | 71,345 |
FLIR Systems, Inc. | 680,749 | 17,706 |
7,337,593 | ||
Health care 11.74% | ||
Merck & Co., Inc. | 22,468,161 | 993,767 |
Baxter International Inc. | 11,536,755 | 838,030 |
Gilead Sciences, Inc. 1 | 15,113,790 | 739,518 |
Bristol-Myers Squibb Co. | 17,700,000 | 729,063 |
Roche Holding AG | 2,810,000 | 653,798 |
Pfizer Inc | 14,720,000 | 424,819 |
Express Scripts Holding Co. 1 | 6,630,000 | 382,219 |
Quest Diagnostics Inc. | 6,500,000 | 366,925 |
Edwards Lifesciences Corp. 1 | 2,800,000 | 230,048 |
Johnson & Johnson | 2,500,000 | 203,825 |
Vertex Pharmaceuticals Inc. 1 | 3,700,000 | 203,426 |
Regeneron Pharmaceuticals, Inc. 1 | 1,149,248 | 202,727 |
AstraZeneca PLC (United Kingdom) | 3,250,000 | 162,926 |
AstraZeneca PLC (ADR) | 700,000 | 34,986 |
Intuitive Surgical, Inc. 1 | 399,600 | 196,279 |
GlaxoSmithKline PLC | 5,070,000 | 118,512 |
UnitedHealth Group Inc. | 1,852,000 | 105,953 |
Cardinal Health, Inc. | 1,780,671 | 74,112 |
6,660,933 | ||
Energy 11.66% | ||
Royal Dutch Shell PLC, Class B (ADR) | 5,562,700 | 371,700 |
Royal Dutch Shell PLC, Class A (ADR) | 4,052,400 | 264,054 |
Enbridge Inc. | 12,759,079 | 593,913 |
Suncor Energy Inc. | 18,992,932 | 568,956 |
Chevron Corp. | 3,773,900 | 448,415 |
FMC Technologies, Inc. 1 | 7,960,000 | 432,944 |
Kinder Morgan, Inc. | 11,080,645 | 428,599 |
ConocoPhillips | 6,000,000 | 360,600 |
Denbury Resources Inc. 1 | 17,580,000 | 327,867 |
Noble Energy, Inc. | 2,800,000 | 323,848 |
Occidental Petroleum Corp. | 3,400,000 | 266,458 |
Concho Resources Inc. 1 | 2,420,000 | 235,781 |
Baker Hughes Inc. | 5,000,000 | 232,050 |
Transocean Ltd. 1 | 4,420,000 | 229,663 |
Southwestern Energy Co. 1 | 5,850,000 | 217,971 |
Phillips 66 | 2,750,000 | 192,418 |
TOTAL SA | 3,850,000 | 184,330 |
Murphy Oil Corp. | 2,740,000 | 174,620 |
Oceaneering International, Inc. | 2,449,764 | 162,689 |
Cimarex Energy Co. | 1,871,900 | 141,216 |
EOG Resources, Inc. | 1,000,000 | 128,070 |
CONSOL Energy Inc. | 3,700,000 | 124,505 |
Peyto Exploration & Development Corp. | 3,077,500 | 81,590 |
Schlumberger Ltd. | 650,000 | 48,679 |
Spectra Energy Corp | 1,300,000 | 39,975 |
Petróleo Brasileiro SA – Petrobras, ordinary nominative (ADR) | 1,960,000 | 32,477 |
6,613,388 | ||
Materials 5.11% | ||
LyondellBasell Industries NV, Class A | 7,890,000 | 499,358 |
Praxair, Inc. | 3,205,000 | 357,486 |
Potash Corp. of Saskatchewan Inc. | 9,000,000 | 353,250 |
FMC Corp. | 6,178,000 | 352,331 |
E.I. du Pont de Nemours and Co. | 6,000,000 | 294,960 |
Dow Chemical Co. | 7,999,900 | 254,717 |
Alcoa Inc. | 16,000,000 | 136,320 |
MeadWestvaco Corp. | 3,660,000 | 132,858 |
Mosaic Co. | 2,200,000 | 131,142 |
Celanese Corp., Series A | 2,000,000 | 88,100 |
Sigma-Aldrich Corp. | 980,000 | 76,126 |
Nucor Corp. | 1,500,000 | 69,225 |
Steel Dynamics, Inc. | 3,500,000 | 55,545 |
HudBay Minerals Inc. | 5,000,000 | 48,074 |
Cliffs Natural Resources Inc. | 1,805,000 | 34,313 |
Holcim Ltd | 160,000 | 12,743 |
2,896,548 | ||
Consumer staples 4.95% | ||
Philip Morris International Inc. | 6,650,000 | 616,522 |
Costco Wholesale Corp. | 3,930,000 | 417,012 |
PepsiCo, Inc. | 4,550,000 | 359,951 |
Kimberly-Clark Corp. | 3,050,000 | 298,839 |
Procter & Gamble Co. | 3,600,000 | 277,416 |
Unilever NV, depository receipts | 4,290,000 | 175,704 |
British American Tobacco PLC | 2,820,000 | 151,117 |
Japan Tobacco Inc. | 4,581,000 | 145,969 |
Pernod Ricard SA | 1,130,000 | 140,791 |
Altria Group, Inc. | 3,880,000 | 133,433 |
Nestlé SA | 765,000 | 55,290 |
Avon Products, Inc. | 1,750,000 | 36,277 |
2,808,321 | ||
Telecommunication services 1.83% | ||
Verizon Communications Inc. | 14,075,000 | 691,786 |
SOFTBANK CORP. | 5,655,000 | 260,677 |
Crown Castle International Corp. 1 | 1,251,522 | 87,156 |
1,039,619 | ||
Utilities 1.45% | ||
FirstEnergy Corp. | 6,200,000 | 261,640 |
National Grid PLC | 22,317,626 | 259,398 |
American Water Works Co., Inc. | 3,000,000 | 124,320 |
PG&E Corp. | 2,500,000 | 111,325 |
Calpine Corp. 1 | 1,725,000 | 35,535 |
Exelon Corp. | 800,000 | 27,584 |
819,802 | ||
Miscellaneous 3.06% | ||
Other common stocks in initial period of acquisition | 1,737,931 | |
Total common stocks (cost: $37,743,927,000) | 53,540,094 | |
Warrants 0.05% | ||
Energy 0.05% | ||
Kinder Morgan, Inc., warrants, expire 2017 1 | 5,088,000 | 26,152 |
Total warrants (cost: $9,820,000) | 26,152 | |
Bonds & notes 0.26% | ||
Principal amount | ||
U.S. Treasury bonds & notes 0.26% | (000) | |
U.S. Treasury 0.25% 2013 | $150,000 | 150,111 |
Total bonds & notes (cost: $150,082,000) | 150,111 | |
Short-term securities 5.33% | ||
Fannie Mae 0.10%–0.16% due 4/10–12/16/2013 | 689,300 | 689,034 |
Freddie Mac 0.12%–0.16% due 4/8/2013–1/15/2014 | 560,968 | 560,638 |
U.S. Treasury Bills 0.07%–0.193% due 4/11–8/22/2013 | 424,600 | 424,564 |
Federal Home Loan Bank 0.11%–0.165% due 4/8–8/9/2013 | 299,820 | 299,769 |
Federal Farm Credit Banks 0.14%–0.22% due 5/9–11/21/2013 | 255,300 | 255,172 |
Chariot Funding, LLC 0.19%–0.25% due 5/1–9/6/2013 3 | 149,900 | 149,842 |
Jupiter Securitization Co., LLC 0.18%–0.27% due 6/26–9/18/2013 3 | 22,100 | 22,090 |
Variable Funding Capital Corp. 0.14%–0.15% due 4/1–4/26/2013 3 | 85,000 | 84,994 |
Wells Fargo & Co. 0.17% due 6/6/2013 | 60,000 | 59,977 |
Coca-Cola Co. 0.11%–0.14% due 4/9–7/16/2013 3 | 135,000 | 134,975 |
Abbott Laboratories 0.11%–0.12% due 4/2–4/22/2013 3 | 66,791 | 66,788 |
Emerson Electric Co. 0.11%–0.13% due 4/18–6/19/2013 3 | 64,200 | 64,191 |
Google Inc. 0.12%–0.14% due 5/30–7/9/2013 3 | 54,250 | 54,239 |
Private Export Funding Corp. 0.24% due 8/9/2013 3 | 50,000 | 49,957 |
Walt Disney Co. 0.10%–0.12% due 5/17–6/27/2013 3 | 41,400 | 41,390 |
Paccar Financial Corp. 0.13% due 5/1/2013 | 22,600 | 22,596 |
John Deere Credit Ltd. 0.12% due 4/24/2013 3 | 21,000 | 20,998 |
National Rural Utilities Cooperative Finance Corp. 0.15% due 5/21/2013 | 20,200 | 20,196 |
Total short-term securities (cost $3,021,264,000) | 3,021,410 | |
Total investment securities (cost: $40,925,093,000) | $56,737,767 | |
Other assets less liabilities | (8,910) | |
Net assets | $56,728,857 |
As permitted by U.S. Securities and Exchange Commission regulations, “Miscellaneous” securities include holdings in their first year of acquisition that have not previously been publicly disclosed.
Investments in affiliates
A company is considered to be an affiliate of the fund under the Investment
Company Act of 1940 if the fund’s holdings in that company represent 5% or more of the outstanding voting shares. Further
details on these holdings and related transactions during the three months ended
March 31, 2013, appear below.
Value | ||||||
of affiliates | ||||||
Dividend income | at 3/31/2013 | |||||
Beginning shares | Additions | Reductions | Ending shares | (000) | (000) | |
CNO Financial Group, Inc. | 11,900,000 | — | — | 11,900,000 | $ 238 | $ 136,255 |
Grafton Group PLC, units | 15,037,000 | — | — | 15,037,000 | 1,078 | 98,504 |
$1,316 | $234,759 |
1 Security did not produce income during the last 12 months.
2 Represents an affiliated company as defined under the Investment Company Act of 1940.
3 Acquired in a transaction exempt from registration under section 4(2) of the Securities Act of 1933. May be resold in the U.S. in transactions exempt from registration, normally to qualified institutional buyers. The total value of all such securities was $689,464,000, which represented 1.22% of the net assets of the fund.
Valuation disclosures
Capital Research and Management Company (“CRMC”), the fund’s investment adviser, values the fund’s investments at fair value as defined by accounting principles generally accepted in the United States of America. The net asset value of each share class of the fund is generally determined as of approximately 4:00 p.m. New York time each day the New York Stock Exchange is open. Security transactions are recorded by the fund as of the date the trades are executed with brokers. Assets and liabilities, including investment securities, denominated in currencies other than U.S. dollars are translated into U.S. dollars at the exchange rates supplied by one or more pricing vendors on the valuation date.
Methods and inputs — The fund’s investment adviser uses the following methods and inputs to establish the fair value of the fund’s assets and liabilities. Use of particular methods and inputs may vary over time based on availability and relevance as market and economic conditions evolve.
Equity securities are generally valued at the official closing price of, or the last reported sale price on, the exchange or market on which such securities are traded, as of the close of business on the day the securities are being valued or, lacking any sales, at the last available bid price. Prices for each security are taken from the principal exchange or market on which the security trades.
Fixed-income securities, including short-term securities purchased with more than 60 days left to maturity, are generally valued at prices obtained from one or more pricing vendors. Vendors value such securities based on one or more of the inputs described in the following table. The table provides examples of inputs that are commonly relevant for valuing particular classes of fixed-income securities in which the fund is authorized to invest. However, these classifications are not exclusive, and any of the inputs may be used to value any other class of fixed-income security.
Fixed-income class | Examples of standard inputs |
All | Benchmark yields, transactions, bids, offers, quotations from dealers and trading systems, new issues, spreads and other relationships observed in the markets among comparable securities; and proprietary pricing models such as yield measures calculated using factors such as cash flows, financial or collateral performance and other reference data (collectively referred to as “standard inputs”) |
Corporate bonds & notes; convertible securities | Standard inputs and underlying equity of the issuer |
Bonds & notes of governments & government agencies | Standard inputs and interest rate volatilities |
Mortgage-backed; asset-backed obligations |
Standard inputs and cash flows, prepayment information, default rates, delinquency and loss assumptions, collateral characteristics, credit enhancements and specific deal information |
When the fund’s investment adviser deems it appropriate to do so (such as when vendor prices are unavailable or not deemed to be representative), fixed-income securities will be valued in good faith at the mean quoted bid and ask prices that are reasonably and timely available (or bid prices, if ask prices are not available) or at prices for securities of comparable maturity, quality and type.
Securities with both fixed-income and equity characteristics, or equity securities traded principally among fixed-income dealers, are generally valued in the manner described above for either equity or fixed-income securities, depending on which method is deemed most appropriate by the fund’s investment adviser. Short-term securities purchased within 60 days to maturity are valued at amortized cost, which approximates fair value. The value of short-term securities originally purchased with maturities greater than 60 days is determined based on an amortized value to par when they reach 60 days.
Securities and other assets for which representative market quotations are not readily available or are considered unreliable by the fund’s investment adviser are fair valued as determined in good faith under fair value guidelines adopted by authority of the fund’s board of trustees as further described below. The investment adviser follows fair valuation guidelines, consistent with U.S. Securities and Exchange Commission rules and guidance, to consider relevant principles and factors when making fair value determinations. The investment adviser considers relevant indications of value that are reasonably and timely available to it in determining the fair value to be assigned to a particular security, such as the type and cost of the security; contractual or legal restrictions on resale of the security; relevant financial or business developments of the issuer; actively traded similar or related securities; conversion or exchange rights on the security; related corporate actions; significant events occurring after the close of trading in the security; and changes in overall market conditions. In addition, the closing prices of equity securities that trade in markets outside U.S. time zones may be adjusted to reflect significant events that occur after the close of local trading but before the net asset value of each share class of the fund is determined. Fair valuations and valuations of investments that are not actively trading involve judgment and may differ materially from valuations that would have been used had greater market activity occurred.
Processes and structure — The fund’s board of trustees has delegated authority to the fund’s investment adviser to make fair value determinations, subject to board oversight. The investment adviser has established a Joint Fair Valuation Committee (the “Fair Valuation Committee”) to administer, implement and oversee the fair valuation process, and to make fair value decisions. The Fair Valuation Committee regularly reviews its own fair value decisions, as well as decisions made under its standing instructions to the investment adviser’s valuation teams. The Fair Valuation Committee reviews changes in fair value measurements from period to period and may, as deemed appropriate, update the fair valuation guidelines to better reflect the results of back testing and address new or evolving issues. The Fair Valuation Committee reports any changes to the fair valuation guidelines to the board of trustees with supplemental information to support the changes. The fund’s board and audit committee also regularly review reports that describe fair value determinations and methods.
The fund’s investment adviser has also established a Fixed-Income Pricing Review Group to administer and oversee the fixed-income valuation process, including the use of fixed-income pricing vendors. This group regularly reviews pricing vendor information and market data. Pricing decisions, processes and controls over security valuation are also subject to additional internal reviews, including an annual control self-evaluation program facilitated by the investment adviser’s compliance group.
Classifications — The fund’s investment adviser classifies the fund’s assets and liabilities into three levels based on the inputs used to value the assets or liabilities. Level 1 values are based on quoted prices in active markets for identical securities. Level 2 values are based on significant observable market inputs, such as quoted prices for similar securities and quoted prices in inactive markets. Certain securities trading outside the U.S. may transfer between Level 1 and Level 2 due to valuation adjustments resulting from significant market movements following the close of local trading. Level 3 values are based on significant unobservable inputs that reflect the investment adviser’s determination of assumptions that market
participants might reasonably use in valuing the securities. The valuation levels are not necessarily an indication of the risk or liquidity associated with the underlying investment. For example, U.S. government securities are reflected as Level 2 because the inputs used to determine fair value may not always be quoted prices in an active market. The following table presents the fund’s valuation levels as of March 31, 2013 (dollars in thousands):
Federal income tax information | (dollars in thousands) |
Gross unrealized appreciation on investment securities | $16,344,423 |
Gross unrealized depreciation on investment securities | (538,544) |
Net unrealized appreciation on investment securities | 15,805,879 |
Cost of investment securities for federal income tax purposes | 40,931,888 |
Key to abbreviation
ADR = American Depositary Receipts
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectus and summary prospectus, which can be obtained from your financial professional and should be read carefully before investing. You may also call American Funds Service Company (AFS) at (800) 421-4225 or visit the American Funds website at americanfunds.com.
MFGEFPX-010-0513O-S32801
ITEM 2 – Controls and Procedures
The Registrant’s Principal Executive Officer and Principal Financial Officer have concluded, based on their evaluation of the Registrant’s disclosure controls and procedures (as such term is defined in Rule 30a-3 under the Investment Company Act of 1940), that such controls and procedures are adequate and reasonably designed to achieve the purposes described in paragraph (c) of such rule.
There were no changes in the Registrant’s internal control over financial reporting (as defined in Rule 30a-3(d) under the Investment Company Act of 1940) that occurred during the Registrant’s last fiscal quarter that has materially affected, or is reasonably likely to materially affect, the Registrant’s internal control over financial reporting.
ITEM 3 – Exhibits
The certifications required by Rule 30a-2 of the Investment Company Act of 1940 and Section 302 of the Sarbanes-Oxley Act of 2002 are attached as exhibits hereto.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the Registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
AMERICAN FUNDS FUNDAMENTAL INVESTORS | |
By /s/ Paul F. Roye | |
Paul F. Roye, Executive Vice President and Principal Executive Officer |
|
Date: May 29, 2013 |
Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the Registrant and in the capacities and on the dates indicated.
By /s/ Paul F. Roye |
Paul F. Roye, Executive Vice President and Principal Executive Officer |
Date: May 29, 2013 |
By /s/ Jeffrey P. Regal |
Jeffrey P. Regal, Treasurer and Principal Financial Officer |
Date: May 29, 2013 |
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