CFNAX Mutual Fund
CFNAX Mutual Fund
American Funds Fundamental Investors Class 529-A
CFNAX Mutual Fund Overview
CFNAX Mutual Fund (American Funds Fundamental Investors Class 529-A) is managed by American Funds with $49.2M in net assets. CFNAX expense ratio is 0.62%, holding 218 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2002-02-15.
CFNAX performance shows a YTD return of 13.57%. The 1-year return is 27.60% and the 5-year return is 13.52%. CFNAX dividend yield stands at 7.25%, paid quarterly.
CFNAX top holdings include Broadcom Inc (7.2%), Microsoft Corp 4.100 Feb 06 37 (5.5%), Alphabet Inc. C (3.9%), Nvidia Corp. (3.9%), Philip Morris International Inc. (3.7%). View all CFNAX holdings, sector breakdown, or dividend history.
CFNAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFNAX alternatives are available via the screener, along with tax-loss harvesting opportunities.