RFNEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds Fundamental Invs R4 (RFNEX) Ownership - Who owns American Funds Fundamental Invs R4?

The investment seeks long-term growth of capital and income... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

RFNEX

Net Assets

128B

Fund Existence

over 22 years

Turnover

28.00

Total Expense Ratio

0.63

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.63

Assets in Top Ten Holdings

35.8B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.24B

Fund Type

OpenEnd

Index Fund

Management Fee

0.24

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

232.00

Number of Net Holdings

232.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.07%

Gain YTD

-7.316

Annual Yield % from dividends

1.05

Returns for 1 year

-2.55

Returns for 3 years

13.17

Returns for 5 years

45.35

Returns for 10 years

43.38

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Category LargeBlend

Profile

Fundamentals

Details