RFNFX Mutual Fund

RFNFX Mutual Fund (American Funds Fundamental Investors Class R-5) is managed by American Funds with $49.2M in net assets. RFNFX expense ratio is 0.33%, holding 240 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 2002-05-15.

RFNFX performance shows a YTD return of 13.38%. The 1-year return is 24.03% and the 5-year return is 14.33%. RFNFX dividend yield stands at 7.58%, paid quarterly.

RFNFX 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 RFNFX holdings, RFNFX sectors, or RFNFX dividends.

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