FUNFX Mutual Fund

FUNFX Mutual Fund (American Funds Fundamental Investors Class F-3) is managed by American Funds with $49.2M in net assets. FUNFX expense ratio is 0.28%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2017-01-27.

FUNFX performance shows a YTD return of 13.42%. The 1-year return is 24.11% and the 5-year return is 14.39%. FUNFX dividend yield stands at 7.64%, paid quarterly.

FUNFX top holdings include Broadcom Inc (5.9%), Microsoft Corp 4.100 Feb 06 37 (4.5%), Philip Morris International Inc. (4.0%), Alphabet, Inc., Class C (3.6%), Nvidia Corp. (3.6%). Go to all FUNFX holdings, FUNFX sectors, or FUNFX dividends.

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