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 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. 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 7.23%, paid quarterly.

AFIFX top holdings include Broadcom Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (4.5%), Philip Morris International Inc. (4.0%), Alphabet Inc (3.6%), Nvidia Corp. (3.6%). 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.