| 31.67 Net Asset Value | -1.22% 1 Day | +11.67% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | 5.75 Sales Expenses | 0.63% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -1.71% | 3 years | +15.52% | |
| 3 months | +4.32% | 5 years | +5.75% | |
| 1 year | +23.97% | Since inception | +11.68% |
| AMRMX | Category | |
|---|---|---|
| Performance 5-yr return | +5.75% | +4.49% |
| Expense ratio | 0.63% | 1.20% |
| Risk 5 year sharpe ratio | 0.44 | 0.30 |
| Net assets | $27.5B | $2.2B |
| Average market cap | $43.2B | $55.9B |
| Average P/E | 18.4 | 14.7 |
| Portfolio turnover | 22% | 22% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | James Lovelace / 7 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 15.23% |
| Telecommunication | 10.86% |
| Energy | 10.77% |
| Consumer goods | 10.56% |
| Healthcare | 10.26% |
| VZ Verizon Communications Inc | 3.73% |
| AMGN Amgen Inc | 3.57% |
| HD Home Depot, Inc. | 3.05% |
| MSFT Microsoft Corporation | 2.14% |
| CVX Chevron Corp | 1.84% |
| UPS United Parcel Service Inc (UPS) Class B | 1.81% |
| UTX United Technologies Corp | 1.71% |
| DOW Dow Chemical Co | 1.66% |
| TWC Time Warner Cable Inc | 1.63% |
| TXN Texas Instruments, Inc. | 1.58% |
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