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American Funds Fundamental Invs 529F1 Fund (CFNFX)

Fund performance review and position details on American Funds Fundamental Invs 529F1 Fund (CFNFX)

    Last Trade: $ on , Change: (0%)

American Funds Fundamental Invs 529F1 Fund (CFNFX) HighlightAmerican Funds Fundamental Invs 529F1 Fund (CFNFX) Fund Summary

American Funds Fundamental Invs 529F1 Fund (CFNFX) statistics as of May 30, 2016

Category: Large Blend
Fund Family: American Funds
Net Asset: $75.32B
Yield: 1.53%
Year-to-Date Return: 3.62%
Morningstar rating: 4

 

American Funds Fundamental Invs 529F1 Fund (CFNFX) CostAmerican Funds Fundamental Invs 529F1 Fund (CFNFX) Cost

American Funds Fundamental Invs 529F1 Fund (CFNFX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Large Blend average): 0.48% (1.02%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 27.00%

 

American Funds Fundamental Invs 529F1 Fund (CFNFX) PerformanceAmerican Funds Fundamental Invs 529F1 Fund (CFNFX) Performance

Most current American Funds Fundamental Invs 529F1 Fund (CFNFX) Performance

1-month Performance (Large Blend category median performance): 1.44% (1.66%)
3-month Performance (Large Blend category median performance): 9.96% (8.92%)
1 Year Performance (Large Blend category median performance): 2.25% (-1.15%)
3 Year Performance (Large Blend category median performance): 10.40% (9.43%)
5 Year Performance (Large Blend category median performance): 10.44% (10.15%)
Number of Years of positive return: 11 years
Number of Years of negative return: 2 years
3 year Alpha (Large Blend category average): -0.75 (-1.74)
3 year Beta (Large Blend category average): 1.02 (1)
3 year Sharpe Ratio: 0.9
3 year Treynor: 10.15

American Funds Fundamental Invs 529F1 Fund (CFNFX) topholdingTop Stock Holdings in American Funds Fundamental Invs 529F1 Fund (CFNFX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Microsoft Corporation4.37%0.00%
Amazon.com, Inc.3.91%0.00%
Philip Morris International Inc3.63%0.00%
Broadcom Limited2.77%0.00%
Home Depot, Inc. (The) Common S2.63%0.00%
Comcast Corporation2.5%0.00%
General Electric Company Common1.85%0.00%
Wells Fargo & Company Common St1.64%0.00%
Boeing Company (The) Common Sto1.58%0.00%
JP Morgan Chase & Co. Common St1.57%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Funds Fundamental Invs 529F1 Fund (CFNFX) Portfolio AllocationAmerican Funds Fundamental Invs 529F1 Fund (CFNFX) Fund Portfolio Allocation

American Funds Fundamental Invs 529F1 Fund (CFNFX) Fund Portfolio Allocation data as of 03/2016

Stock95.1%
Bond0.1%
Cash4.8%
Other0%

 

American Funds Fundamental Invs 529F1 Fund (CFNFX) CompareCompare with other Large Blend category mutual funds

Below are some additional Large Blend mutual funds generated out of our database

Fund1 Year3 year5 year
American Funds Fundamental Invs 529F12.2510.4010.44
Bright Rock Quality Large Cap Instl (BQLCX)5.9810.4611.67 Compare
Fidelity Spartan Total Market Index F (FFSMX)0.1410.4511.10 Compare
Voya Russell Large Cap Index Port S2 (IRLUX)1.2910.3911.09 Compare

See top fund managers for Large Blend Category Funds

 

American Funds Fundamental Invs 529F1 Fund (CFNFX) PerformanceOther Financial Data Web Sites on American Funds Fundamental Invs 529F1 Fund (CFNFX)

Addition research sites for American Funds Fundamental Invs 529F1 Fund (CFNFX)

 

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