Funds Impacted by Earning
Fund Mojo provides investors and financial advisors with deep financial intelligence through systematic data collection, correlation and analysis, as well as a community and gateway to connect investors with peers and financial experts to help each other with investments and financial planning needs.
Mutual Fund Insights: American Funds Fundamental Invs 529F Fund (CFNFX)
In-depth Analysis of American Funds Fundamental Invs 529F (CFNFX)
6 months 1 year 3 year 5 year |
-
Last Trade: $31.96 on 11/20/2009, Change: -0.14 (-0.44%)
Fund Manager - James E. Drasdo
Fund Manager Tenure: 25.3 years [Similar Funds: CFNAX CFNBX CFNCX CFNEX ]Fundmojo Fund Grade: A (Score: 0.75) (What does this score mean?)James E. Drasdo is a senior vice president, director, and portfolio manager with Capital Research and Management Company. James E. Drasdo has been a investment professional for 35 years in total. James E. Drasdo has been with the company for 29 years.
Category Average: 11.86% , -6.78% , 0.49% | Category Average: 1.08% | Category Average: 78.94% |
What we like about American Funds Fundamental Invs 529F Fund (CFNFX)
Data for American Funds Fundamental Invs 529F Fund (CFNFX) as of October 31, 2009
- American Funds Fundamental Invs 529F Fund (CFNFX) management has been with American Funds Fundamental Invs 529F Fund for 25.3 years
- American Funds Fundamental Invs 529F Fund (CFNFX) has good short-term performance (1-year return 16.13% vs 11.86% Large Blend category average)
- American Funds Fundamental Invs 529F Fund (CFNFX) has good mid-term performance (3-year return -4.32% vs -6.78% Large Blend category average)
- American Funds Fundamental Invs 529F Fund (CFNFX) has good Long-term performance (5-year return 4.00% vs 0.49% Large Blend category average)
- American Funds Fundamental Invs 529F Fund (CFNFX) ratio of up-years vs down years is greater than 2
- American Funds Fundamental Invs 529F Fund (CFNFX) has a Morningstar rating of 4 and above
- American Funds Fundamental Invs 529F Fund (CFNFX) has an annual stock turnover rate of 29.00% vs Large Blend average of 78.94%. It is good that American Funds Fundamental Invs 529F management does not trade extensively for its return.
- American Funds Fundamental Invs 529F Fund (CFNFX) has a lower management fee than its Large Blend average: 0.48% vs 1.08%
- American Funds Fundamental Invs 529F Fund (CFNFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about American Funds Fundamental Invs 529F Fund (CFNFX)
Data for American Funds Fundamental Invs 529F Fund (CFNFX) as of October 31, 2009
- American Funds Fundamental Invs 529F Fund (CFNFX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.46 that is higher than category average of 20.09
Interested in other top mutual funds in similar Large Blend category?
Below are some additional Large Blend mutual funds generated out of our database
- AIM Charter R (CHRRX) [ Compare CHRRX with CFNFX ]
- Columbia Contrarian Core C (LCCCX) [ Compare LCCCX with CFNFX ]
- Croft Value (CLVFX) [ Compare CLVFX with CFNFX ]
- Browse other funds in Large Blend Category
American Funds Fundamental Invs 529F Fund (CFNFX) Net Asset
Track net asset change of American Funds Fundamental Invs 529F fund (CFNFX)
| Date | Net Asset |
| 10/2009 | $28.79M |
| 09/2009 | $27.10M |
| 08/2009 | $26.17M |
American Funds Fundamental Invs 529F Fund (CFNFX) Portfolio Allocation
Track portfolio allocation change of American Funds Fundamental Invs 529F fund (CFNFX)
| 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% |
Most Recent Top 10 Holdings in American Funds Fundamental Invs 529F Fund (CFNFX)
Discover what American Funds Fundamental Invs 529F Fund (CFNFX) manager is buying
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%] | 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%] | 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%] |
Related books and products to American Funds Fundamental Invs 529F Fund (CFNFX)
Latest News on American Funds Fundamental Invs 529F (CFNFX)
See what is happening with American Funds Fundamental Invs 529F Fund (CFNFX)
Unique Method to Discover Best Fund Managers with Proven Results
Financial Optimization through Technology Innovation
- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
Click here to download!
Hot selling products
Want details? Click here for performance numbers and sector breakdown of American Funds Fundamental Invs 529F Fund (CFNFX)
| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
