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Morningstar

American Funds Fundamental Invs 529C CFNCX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 64.63  /  1.12 %
  • Total Assets 112.3 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.400%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.64%
  • Turnover 25%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis CFNCX

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.

A flexible approach to large-blend equities.

Senior Analyst

Summary

| by Stephen Welch

While American Funds Fundamental Investors’ management team has changed recently, its flexible growth-and-income approach and deep analytical resources earn its cheapest share classes a Morningstar Analyst Rating of Silver. Its pricier classes stay at Bronze.

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