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.
American Funds Fundamental Invs 529C CFNCX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CFNCX outperform in 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 CFNCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CFNCX 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 CFNCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Team transitions show, but key attributes are still intact.
