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 (20), Mark L. Casey (15), Mathews Cherian (10), 6 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 0.00%
Dividend CFNCX-NASDAQ Click to
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Dividend Yield (Forward) 1.37%
Asset Allocation CFNCX-NASDAQ Click to
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Cash 2.63%
Stock 95.78%
U.S. Stock 76.34%
Non-U.S. Stock 19.44%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 1.47%
Convertible 0.00%
Other Net 0.11%
Price History CFNCX-NASDAQ Click to
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7-Day Total Return -0.71%
30-Day Total Return -2.68%
60-Day Total Return -0.30%
90-Day Total Return 5.48%
Year to Date Total Return 11.39%
1-Year Total Return 21.63%
2-Year Total Return 46.64%
3-Year Total Return 79.79%
5-Year Total Return 85.17%
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 $100.87
1-Month Low NAV $100.85
1-Month High NAV $103.48
52-Week Low NAV $86.13
52-Week Low NAV (Date) Mar 30, 2026
52-Week High NAV $105.49
52-Week High Price (Date) Jun 02, 2026
Beta / Standard Deviation CFNCX-NASDAQ Click to
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Beta 1.04
Standard Deviation 14.01
Balance Sheet CFNCX-NASDAQ Click to
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Total Assets 181.21B
Operating Ratios CFNCX-NASDAQ Click to
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Expense Ratio 1.38%
Turnover Ratio 26.00%
Performance CFNCX-NASDAQ Click to
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Last Bull Market Total Return 31.92%
Last Bear Market Total Return -15.97%