AFIFX Mutual Fund

AFIFX Mutual Fund (American Funds Fundamental Investors Class F-1) is managed by American Funds with $49.2M in net assets. AFIFX expense ratio is 0.65%, holding 218 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2001-03-15.

AFIFX performance shows a YTD return of 13.18%. The 1-year return is 23.66% and the 5-year return is 13.97%. AFIFX dividend yield stands at 7.30%, paid quarterly.

AFIFX top holdings include Broadcom Inc (7.2%), Microsoft Corp (5.5%), Alphabet Inc. C (3.9%), Nvidia Corp. (3.9%), Philip Morris International Inc. (3.7%). Go to all AFIFX holdings, AFIFX sectors, or AFIFX dividends.

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