CAFEX Mutual Fund
CAFEX Mutual Fund
AMCAP Fund Class 529-E
CAFEX Mutual Fund Overview
CAFEX Mutual Fund (AMCAP Fund Class 529-E) is managed by American Funds with $49.2M in net assets. CAFEX expense ratio is 0.92%, holding 145 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2002-03-07.
CAFEX performance shows a YTD return of -5.50%. The 1-year return is 14.83% and the 5-year return is 10.64%. CAFEX dividend yield stands at 13.67%, paid semi-annually.
CAFEX top holdings include Nvidia Corp. (6.1%), Broadcom Inc (5.7%), Microsoft Corp 4.100 Feb 06 37 (5.6%), Amazon.Com Inc (5.0%), Alphabet Inc Common Stock USD 0.001 (5.0%). View all CAFEX holdings, sector breakdown, or dividend history.
CAFEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.