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American Funds Fundamental Invs 529A CFNAX

Analyst rating as of
NAV / 1-Day Return
71.25  /  2.45 %
Total Assets
121.6 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Low
Longest Manager Tenure
27.99 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
250
Status
Open
TTM Yield
1.45%
Turnover
40%
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Morningstar’s Analysis

Will CFNAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Team transitions show, but key attributes are still intact.

Strategist

Summary

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A bevy of team transitions and remaining uncertainty have dropped the Morningstar Analyst Rating of American Funds Fundamental Investors' cheapest shares to Silver and it pricier ones to Bronze, but this fund's flexible profile still makes it an attractive option.

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