Morningstar

American Funds Fundamental Investors® Class 529-A CFNAX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 101.85  /  +1.15 %
  • Total Assets 181.2B
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.59%
  • Turnover 26%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CFNAX

Will CFNAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFNAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFNAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFNAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A broad approach to large-blend.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds Fundamental Investors allows its talented managers the flexibility to play to their strengths, making it a good option for investors.

by Stephen Welch
Rated on Published on

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Portfolio Holdings CFNAX

More CFNAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.05 11B
Technology

Micron Technology Inc

4.05 7B
Technology

Microsoft Corp

3.81 7B
Technology

Alphabet Inc Class C

3.72 7B
Communication Services

Philip Morris International Inc

3.65 7B
Consumer Defensive

NVIDIA Corp

3.38 6B
Technology

Amazon.com Inc

3.17 6B
Consumer Cyclical

Capital Group Central Cash Fund

2.61 5B
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

2.55 5B
Technology

KLA Corp

2.19 4B
Technology

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