Mutual Fund Insights: American Funds Fundamental Invs 529A Fund (CFNAX)

In-depth Analysis of American Funds Fundamental Invs 529A Fund (CFNAX)

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See American Funds Fundamental Invs 529A Fund (CFNAX) performance details as of February 28, 2010

  

Last Trade: $33.67 on 3/19/2010, Change: -0.20 (-0.59%)

Experiment our closing price forecasting tool for American Funds Fundamental Invs 529A Fund (CFNAX) (alpha release)

  

Fund Manager - Michael T. Kerr

Fund Manager Tenure: 11.2 years   [Similar Funds: CFNBX  CFNCX  CFNEX  CFNFX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

Michael T. Kerr is senior vice president of Capital World Investors. Michael T. Kerr has been employed by Capital Research or its affiliates for over 23 years, has over 25 years of investment experience, approximately 7 of which have been as a portfolio counselor.  Get more insights on Michael T. Kerr

  

 What we like about American Funds Fundamental Invs 529A Fund (CFNAX)

Data for American Funds Fundamental Invs 529A Fund (CFNAX) as of February 28, 2010

• American Funds Fundamental Invs 529A Fund (CFNAX) management has been with American Funds Fundamental Invs 529A Fund for 11.2 years
• American Funds Fundamental Invs 529A Fund (CFNAX) has good Long-term performance (5-year return 3.36% vs 0.31 % Large Blend category average)
• American Funds Fundamental Invs 529A Fund (CFNAX) ratio of up-years vs down years is greater than 2
• American Funds Fundamental Invs 529A Fund (CFNAX) has a Morningstar rating of 4 and above
• American Funds Fundamental Invs 529A Fund (CFNAX) has an annual stock turnover rate of 30.00% vs Large Blend average of 79.86%. It is good that American Funds Fundamental Invs 529A management does not trade extensively for its return.
• American Funds Fundamental Invs 529A Fund (CFNAX) has a lower management fee than its Large Blend average: 0.73% vs 1.11%

  

 What we are cautious about American Funds Fundamental Invs 529A Fund (CFNAX)

Data for American Funds Fundamental Invs 529A Fund (CFNAX) as of February 28, 2010

• American Funds Fundamental Invs 529A Fund (CFNAX) has a less-than-ideal short-term performance (1-year return 51.94% vs 53.54 % Large Blend category average)
• American Funds Fundamental Invs 529A Fund (CFNAX) has a less-than-ideal mid-term performance (3-year return -3.87% vs -5.77 % Large Blend category average)
• American Funds Fundamental Invs 529A Fund (CFNAX) is less safe compared to its Large Blend peers
• American Funds Fundamental Invs 529A Fund (CFNAX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.9 that is higher than category average of 20.62
• American Funds Fundamental Invs 529A Fund (CFNAX) carries a 5.75% load

See American Funds Fundamental Invs 529A Fund (CFNAX) performance details as of February 28, 2010

  

  

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American Funds Fundamental Invs 529A Fund (CFNAX) Net Asset

Track net asset change of American Funds Fundamental Invs 529A fund (CFNAX)

Date	Net Asset
02/2010	$43.45B
01/2010	$723.21M
11/2009	$698.24M

More historic net asset information on American Funds Fundamental Invs 529A Fund (CFNAX)

  

American Funds Fundamental Invs 529A Fund (CFNAX) Portfolio Allocation

Track portfolio allocation change of American Funds Fundamental Invs 529A fund (CFNAX)

Date	Cash	Stock	Bond	Other
09/2009	3.51%	95.34%	1.14%	0%
06/2009	5.13%	93.96%	0.91%	0%
03/2009	9.78%	89.62%	0.61%	0%

Click here to see more historic asset allocation information on American Funds Fundamental Invs 529A Fund (CFNAX)

  

Most Recent Top 10 Holdings in American Funds Fundamental Invs 529A Fund (CFNAX)

Discover what American Funds Fundamental Invs 529A Fund (CFNAX) manager is buying

30-Sep-09 SUNCOR ENERGY INC [3.21%] Oracle Corporation [2.41%] MERCK CO INC [2.3%] Microsoft Corporation [2.25%] JP MORGAN CHASE CO [2.08%] COCA COLA CO THE [1.6%] MCDONALDS CP [1.59%] Roche Holding AG [1.52%] WELLS FARGO & CO NEW [1.48%] Yahoo! Inc. [1.48%]

30-Jun-09 SUNCOR ENERGY INC [3.21%] Oracle Corporation [2.41%] MERCK CO INC [2.3%] Microsoft Corporation [2.25%] JP MORGAN CHASE CO [2.08%] COCA COLA CO THE [1.6%] MCDONALDS CP [1.59%] Roche Holding AG [1.52%] WELLS FARGO & CO NEW [1.48%] Yahoo! Inc. [1.48%]

31-Mar-09 Suncor Energy Inc [2.95%] Oracle Corporation [2.49%] Microsoft Corporation [2.2%] Cisco Systems, Inc. [2.04%] Merck & Co., Inc [2.01%] JPMorgan Chase & Co. [1.98%] Roche Holding AG [1.88%] Lilly (Eli) & Co. [1.59%] Google Inc. [1.53%]

Click here for Stock Holding Change Map in American Funds Fundamental Invs 529A Fund (CFNAX)

  

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See more information on American Funds Fundamental Invs 529A Fund (CFNAX)

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