RFNEX Mutual Fund
RFNEX Mutual Fund
American Funds Fundamental Investors Class R-4
RFNEX Mutual Fund Overview
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 218 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2002-07-25.
RFNEX performance shows a YTD return of 13.54%. The 1-year return is 27.55% and the 5-year return is 13.62%. RFNEX dividend yield stands at 7.24%, paid quarterly.
RFNEX 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 RFNEX holdings, sector breakdown, or dividend history.
RFNEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RFNEX alternatives are available via the screener, along with tax-loss harvesting opportunities.