RFNCX Mutual Fund

RFNCX Mutual Fund (American Funds Fundamental Investors Class R-3) is managed by American Funds with $49.2M in net assets. RFNCX expense ratio is 0.92%, holding 218 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2002-06-04.

RFNCX performance shows a YTD return of 12.98%. The 1-year return is 23.30% and the 5-year return is 12.72%. RFNCX dividend yield stands at 7.06%, paid quarterly.

RFNCX 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 RFNCX holdings, RFNCX sectors, or RFNCX dividends.

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