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CFNCX American Funds Fundamental Invs 529C Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), Broadcom Inc. (NASDAQ:AVGO), Unitedhealth Group (NYSE:UNH), Philip Morris International (NYSE:PM).

Industry description

The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Market Cap

The average market capitalization across the American Funds Fundamental Invs 529C MF is 1.26T. The market cap for tickers in the group ranges from 75.97B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TDG at 75.97B.

Volume

The average weekly volume growth across all stocks in the American Funds Fundamental Invs 529C MF was -46%. For the same stocks of the MF, the average monthly volume growth was -0% and the average quarterly volume growth was 2%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 54
P/E Growth Rating: 57
Price Growth Rating: 32
SMR Rating: 37
Profit Risk Rating: 13
Seasonality Score: 10 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Fundamental Investors IncP.O. Box 7650, One Market, Steuart TowerSan Francisco
Phone
N/A
Web
www.americanfunds.com
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CFNCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CFNCX has been closely correlated with VTSAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if CFNCX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CFNCX
1D Price
Change %
CFNCX100%
+0.15%
VTSAX - CFNCX
93%
Closely correlated
+0.44%
VITSX - CFNCX
93%
Closely correlated
+0.45%
VTSMX - CFNCX
93%
Closely correlated
+0.45%
VSMPX - CFNCX
93%
Closely correlated
+0.45%
VSTSX - CFNCX
93%
Closely correlated
+0.44%
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