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 529E CFNEX
NAV / 1-Day Return
77.45
/
0.64
%
Total Assets
131.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.880%
Expense Ratio
0.880%
Fee Level
Low
Longest Manager Tenure
28.43
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
250
Status
Open
TTM Yield
1.07%
Turnover
48%
Premium
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 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.
Team transitions show, but key attributes are still intact.
