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Morningstar

American Funds Fundamental Invs 529F1 CFNFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 63.99  /  0.91 %
  • Total Assets 110.5 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.69%
  • Turnover 25%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CFNFX

Will CFNFX 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 CFNFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CFNFX 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 CFNFX’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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