C
American Funds Fundamental Investors® Class 529-C CFNCX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings CFNCX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info CFNCX-NASDAQ Click to
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Provider Capital Group
Manager/Tenure (Years) Brady L. Enright (19), Mark L. Casey (14), Mathews Cherian (10), 5 others
Website http://capitalgroup.com
Fund Information CFNCX-NASDAQ Click to
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Fund Name American Funds Fundamental Investors® Class 529-C
Category Large Blend
Sub-Category US Equity Large Cap Blend
Prospectus Objective Growth and Income
Inception Date Feb 15, 2002
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee 0.01
Dividends and Shares CFNCX-NASDAQ Click to
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Dividend Yield 0.23%
Dividend CFNCX-NASDAQ Click to
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Dividend Yield (Forward) 1.55%
Asset Allocation CFNCX-NASDAQ Click to
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Cash 2.81%
Stock 96.69%
U.S. Stock 79.11%
Non-U.S. Stock 17.58%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.48%
Convertible 0.00%
Other Net 0.01%
Price History CFNCX-NASDAQ Click to
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7-Day Total Return 0.85%
30-Day Total Return 4.29%
60-Day Total Return 7.17%
90-Day Total Return 6.30%
Year to Date Total Return 19.15%
1-Year Total Return 21.47%
2-Year Total Return 65.19%
3-Year Total Return 100.86%
5-Year Total Return 107.66%
Price CFNCX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV CFNCX-NASDAQ Click to
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Nav $94.12
1-Month Low NAV $89.71
1-Month High NAV $94.12
52-Week Low NAV $70.00
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $94.12
52-Week High Price (Date) Oct 01, 2025
Beta / Standard Deviation CFNCX-NASDAQ Click to
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Beta 0.98
Standard Deviation 13.41
Balance Sheet CFNCX-NASDAQ Click to
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Total Assets 159.70B
Operating Ratios CFNCX-NASDAQ Click to
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Expense Ratio 1.38%
Turnover Ratio 28.00%
Performance CFNCX-NASDAQ Click to
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Last Bull Market Total Return 16.29%
Last Bear Market Total Return -15.97%