Firm veteran Diana Wagner will become American Funds Fundamental Investors’ eighth named portfolio manager on March 1, 2022. This news does not alter the strategy’s Morningstar Analyst Rating range of Silver to Bronze, depending on share class fees.
American Funds Fundamental Invs 529E CFNEX
NAV / 1-Day Return
65.47
/
1.54
%
Total Assets
115.5 Bil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
Low
Longest Manager Tenure
29.45
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
250
Status
Open
TTM Yield
1.06%
Turnover
25%
Morningstar’s Fund Analysis CFNEX
Will CFNEX 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 CFNEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CFNEX 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 CFNEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Addition at American Funds Fundamental Investors; Ratings Unchanged
