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 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. 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 7.46%, paid quarterly.

FINFX 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 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.