FINFX Mutual Fund

FINFX Mutual Fund (American Funds Fundamental Investors Class F-2) is managed by American Funds with $49.2M in net assets. FINFX expense ratio is 0.38%, holding 218 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2008-08-01.

FINFX performance shows a YTD return of 13.34%. The 1-year return is 23.98% and the 5-year return is 14.27%. FINFX dividend yield stands at 7.54%, paid quarterly.

FINFX 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 FINFX holdings, FINFX sectors, or FINFX dividends.

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