American Funds Fundamental Investors Class 529-A

Frequently Asked Questions About CFNAX

What does CFNAX invest in?

This fund primarily concentrates its investments in common stocks, seeking out businesses that demonstrate significant potential for capital appreciation. Many of these companies also typically possess a consistent history of distributing dividends to their shareholders. The portfolio has the flexibility to allocate a considerable portion of its assets to companies based outside the United States. Furthermore, the fund's assets are managed using a multi-manager system, with a team of investment professionals overseeing the strategy.

What is the expense ratio of CFNAX?

American Funds Fundamental Investors Class 529-A (CFNAX) charges an expense ratio of 0.61%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CFNAX?

American Funds Fundamental Investors Class 529-A (CFNAX) manages $176.31B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CFNAX actively managed or an index fund?

CFNAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CFNAX launched?

American Funds Fundamental Investors Class 529-A (CFNAX) launched in August 1978 and is managed by Capital Group.

How has CFNAX performed?

CFNAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.