RFEBX Mutual Fund

RFEBX Mutual Fund (American Funds Fundamental Investors Class R-2E) is managed by American Funds with $49.2M in net assets. RFEBX expense ratio is 1.07%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2014-08-29.

RFEBX performance shows a YTD return of 11.76%. The 1-year return is 23.11% and the 5-year return is 12.45%. RFEBX dividend yield stands at 6.87%, paid quarterly.

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

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