RFNEX Mutual Fund

RFNEX Mutual Fund (American Funds Fundamental Investors Class R-4) is managed by American Funds with $49.2M in net assets. RFNEX expense ratio is 0.62%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2002-07-25.

RFNEX performance shows a YTD return of 13.18%. The 1-year return is 23.67% and the 5-year return is 13.99%. RFNEX dividend yield stands at 7.34%, paid quarterly.

RFNEX 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 RFNEX holdings, RFNEX sectors, or RFNEX dividends.

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