CFNEX Mutual Fund

CFNEX Mutual Fund (American Funds Fundamental Investors Class 529-E) is managed by American Funds with $49.2M in net assets. CFNEX expense ratio is 0.86%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2002-03-07.

CFNEX performance shows a YTD return of 13.04%. The 1-year return is 23.38% and the 5-year return is 13.72%. CFNEX dividend yield stands at 7.05%, paid quarterly.

CFNEX 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 CFNEX holdings, CFNEX sectors, or CFNEX dividends.

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