RFNFX Mutual Fund
RFNFX Mutual Fund
American Funds Fundamental Investors Class R-5
RFNFX Mutual Fund Overview
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 218 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2002-05-15.
RFNFX performance shows a YTD return of 13.70%. The 1-year return is 27.94% and the 5-year return is 13.97%. RFNFX dividend yield stands at 7.48%, paid quarterly.
RFNFX top holdings include Broadcom Inc (7.2%), Microsoft Corp 4.100 Feb 06 37 (5.5%), Alphabet Inc series C (3.9%), Nvidia Corp (3.9%), Philip Morris International Inc. (3.7%). View all RFNFX holdings, sector breakdown, or dividend history.
RFNFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RFNFX alternatives are available via the screener, along with tax-loss harvesting opportunities.