AFICX Mutual Fund

AFICX Mutual Fund (American Funds Fundamental Investors Class C) is managed by American Funds with $49.2M in net assets. AFICX expense ratio is 1.33%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2001-03-15.

AFICX performance shows a YTD return of 12.73%. The 1-year return is 22.82% and the 5-year return is 13.18%. AFICX dividend yield stands at 6.68%, paid quarterly.

AFICX top holdings include Broadcom Inc (5.9%), Microsoft Corp (4.5%), Philip Morris International Inc. (4.0%), Alphabet Inc (3.6%), Nvidia Corp (3.6%). Go to all AFICX holdings, AFICX sectors, or AFICX dividends.

AFICX can be compared against other funds. Use AFICX overlap to find shared positions, or AFICX vs another fund for a side-by-side view. AFICX alternatives are available via the screener, along with tax-loss harvesting opportunities.