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Morningstar

American Funds American Mutual F2 AMRFX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 54.68  /  +0.09 %
  • Total Assets 98.1 Bil
  • Adj. Expense Ratio
    0.380%
  • Expense Ratio 0.380%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 2.23%
  • Turnover 25%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0

Morningstar’s Analysis AMRFX

Will AMRFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMRFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMRFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid conservative option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds American Mutual benefits from a long-tenured investment team and risk-conscious approach, making it a solid choice for the long term.

by Stephen Welch
Rated on Published on

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Portfolio Holdings AMRFX

More AMRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.22 6.0 Bil
Technology

Capital Group Central Cash Fund

4.89 4.8 Bil
Cash and Equivalents

AbbVie Inc

3.53 3.4 Bil
Healthcare

GE Aerospace

3.25 3.2 Bil
Industrials

RTX Corp

3.13 3.0 Bil
Industrials

Abbott Laboratories

2.48 2.4 Bil
Healthcare

Apple Inc

2.48 2.4 Bil
Technology

JPMorgan Chase & Co

2.07 2.0 Bil
Financial Services

Linde PLC

1.84 1.8 Bil
Basic Materials

Union Pacific Corp

1.77 1.7 Bil
Industrials