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American Funds Fundamental Invs 529C CFNCX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 80.75  /  +0.06 %
  • Total Assets 138.2 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield
  • Turnover 28%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0

Morningstar’s Analysis CFNCX

Will CFNCX outperform in future?

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

A Swap at the Top Doesn’t Affect American Funds Fundamental Investors’ Ratings

null Stephen Welch

Stephen Welch

Analyst Note

Capital Group has announced that Brady Enright stepped down as lead principal investment officer of American Funds Fundamental Investors on April 1. Mark Casey, who has overseen the contributions of a team from Capital International Investors to this strategy since July 2018, will take Enright’s place allocating capital to the managers’ independently run portions of the portfolio. Enright will remain a manager on the strategy. Given Enright’s continued involvement and Casey’s readiness for the lead PIO role, the changes affect neither the strategy’s Above Average People and Process ratings nor its share classes’ respective Morningstar Medalist Ratings.

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Portfolio Holdings CFNCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.40 8.8 Bil
Technology

Microsoft Corp

6.26 8.6 Bil
Technology

Meta Platforms Inc Class A

2.63 3.6 Bil
Communication Services

Alphabet Inc Class C

2.51 3.4 Bil
Communication Services

Capital Group Central Cash Fund

2.34 3.2 Bil
Cash and Equivalents

TransDigm Group Inc

2.34 3.2 Bil
Industrials

Philip Morris International Inc

2.25 3.1 Bil
Consumer Defensive

Amazon.com Inc

1.99 2.7 Bil
Consumer Cyclical

Novo Nordisk A/S Class B

1.83 2.5 Bil
Healthcare

UnitedHealth Group Inc

1.74 2.4 Bil
Healthcare