CFNEX Mutual Fund
CFNEX Mutual Fund
American Funds Fundamental Investors Class 529-E
CFNEX Mutual Fund Overview
CFNEX Mutual Fund (American Funds Fundamental Investors Class 529-E) is managed by American Funds with $49.2M in net assets. CFNEX expense ratio is 0.86%, holding 218 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2002-03-07.
CFNEX performance shows a YTD return of 13.41%. The 1-year return is 27.27% and the 5-year return is 13.25%. CFNEX dividend yield stands at 7.03%, paid quarterly.
CFNEX 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 CFNEX holdings, sector breakdown, or dividend history.
CFNEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFNEX alternatives are available via the screener, along with tax-loss harvesting opportunities.