RFNBX Mutual Fund

RFNBX Mutual Fund (American Funds Fundamental Investors Class R-2) is managed by American Funds with $49.2M in net assets. RFNBX expense ratio is 1.36%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2002-05-21.

RFNBX performance shows a YTD return of 12.70%. The 1-year return is 22.75% and the 5-year return is 13.14%. RFNBX dividend yield stands at 6.70%, paid semi-annually.

RFNBX 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 RFNBX holdings, RFNBX sectors, or RFNBX dividends.

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