American Funds American Mutual Fund® Class A (AMRMX)

36.99
Net Asset Value
-0.80%
1 Day
-0.40%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
5.75
Sales Expenses
0.59%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks current income, growth of capital and conservation of principal. The fund invests primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in bonds and other debt securities, including those issued by the U.S. government and by federal agencies and instrumentalities.

Performance

1 month-1.31% 3 years+14.67%
3 months+0.10% 5 years+13.05%
1 year+10.55% Since inception+11.78%
Data through --

Peer Comparisonvs. Large value

 AMRMXCategory
Performance 5-yr return+13.05%+13.45%
Expense ratio0.59%1.15%
Risk 5 year sharpe ratio1.321.04
Net assets$36.8B$2.5B
Average market cap$63.8B$84.3B
Average P/E19.016.7
Portfolio turnover16%16%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 9 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00

Holdings

U.S. stock86.40%
International stock5.74%
Fixed income4.23%
Cash3.18%
Other0.45%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.23%
Telecommunication 10.86%
Energy 10.77%
Consumer goods 10.56%
Healthcare 10.26%
Top 10 Holdings
Portfolio weighting
AMGN Amgen3.84%
ABBV AbbVie3.75%
VZ Verizon3.52%
TXN Texas Instruments2.75%
HD Home Depot2.03%
AAPL Apple1.97%
CVX Chevron1.72%
PG Procter & Gamble1.66%
MSFT Microsoft1.65%
PCG PG&E1.58%

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