CFNAX Mutual Fund

CFNAX Mutual Fund (American Funds Fundamental Investors Class 529-A) is managed by American Funds with $49.2M in net assets. CFNAX expense ratio is 0.62%, holding 240 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-02-15.

CFNAX performance shows a YTD return of 14.44%. The 1-year return is 23.81% and the 5-year return is 13.70%. CFNAX dividend yield stands at 7.27%, paid quarterly.

CFNAX top holdings include Broadcom Inc (6.0%), Micron Technology, Inc. (4.0%), Microsoft Corp (3.8%), Alphabet Inc. C (3.7%), Philip Morris International Inc. (3.6%). Go to all CFNAX holdings, CFNAX sectors, or CFNAX dividends.

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