American Funds Fundamental Invs 529F Fund (CFNFX)

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

American Funds Fundamental Invs 529F Fund (CFNFX) Fund Statistics (February 28, 2010)

Category: Large Blend
Net Asset: $43.45B
Yield: 1.22%
Year-to-Date Return: -1.74%
Morningstar rating: 5

American Funds Fundamental Invs 529F Fund (CFNFX) Cost

Initial Investment: $250
Total Expense Ratio (Large Blend average): 0.54% (1.11%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 30.00%

American Funds Fundamental Invs 529F Fund (CFNFX) Performance

1-month Performance (Large Blend category average): 2.20% (2.98%)
3-month Performance (Large Blend category average): 0.59% (1.74%)
1 Year Performance (Large Blend category average): 52.24% (53.54 %)
3 Year Performance (Large Blend category average): -3.69% (-5.77 %)
5 Year Performance (Large Blend category average): 3.55% (0.31 %)
Best 3 year performance: 18.72%
Worst 3 year performance: -6.40%
Number of Years of positive return: 6 years
Number of Years of negative return: 1 years
3 year Alpha (Large Blend category average): 2.34 (0.06)
3 year Beta (Large Blend category average): 1.01 (1.01)
3 year Sharpe Ratio: -0.16
3 year Treynor: -5.45

Most Recent Top 10 Stock Holdings in American Funds Fundamental Invs 529F Fund (CFNFX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
Suncor Energy Inc. Common Stoc	3.31%	-1.96%
Merck & Company, Inc. Common St	3.04%	1.39%
Microsoft Corporation	2.72%	-0.61%
Oracle Corporation	2.29%	1.17%
JP Morgan Chase & Co. Common St	1.56%	0.09%
Coca-Cola Company (The) Common	1.5%	0.04%
	1.49%	0.00%
Cisco Systems, Inc.	1.41%	0.15%
Medtronic Inc. Common Stock	1.38%	3.01%
	%	0.00%

*Note: The price change will reset to 0 after the midnight

American Funds Fundamental Invs 529F Fund (CFNFX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	6.87%
Software	7.03%
Media	2.47%
Telecommunications	6.84%
Consumer services	5.83%
Business Services	3.60%
Financial Services	10.80%
Healthcare	13.09%
Utilities	4.35%
Consumer goods	7.30%
Energy	13.84%
Industrial materials	17.99%

American Funds Fundamental Invs 529F Fund (CFNFX) Fund Portfolio Allocation for 09/2009

Stock	95.34%
Bond	1.14%
Cash	3.51%
Other	0%

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See more information on American Funds Fundamental Invs 529F Fund (CFNFX)

• American Funds Fundamental Invs 529F Fund Insights
• American Funds Fundamental Invs 529F Fund Performance Data
• American Funds Fundamental Invs 529F Fund News
• American Funds Fundamental Invs 529F Fund Score Explaination
• American Funds Fundamental Invs 529F Fund Manager Information
• Historic American Funds Fundamental Invs 529F Fund Asset Allocation Report
• Historic American Funds Fundamental Invs 529F Fund Top 10 Holding Tracking
• Historic American Funds Fundamental Invs 529F Fund Asset Under Management Tracking