• American Funds American Mutual Fund

American Funds

  • US
  • Large-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    LQTVX 7.98

American Funds American Mutual Fund

AMRMX

Summary

The fund seeks primarily capital appreciation, secondarily current income, and thirdly conservation of principal by investing in mid-and large-size companies in the United States and Canada.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The adviser’s investment process is designed to highlight well-established companies that are trading at attractive valuations.

In addition, the research team focuses on companies with strong balance sheets and having a track record of consistently paying dividends.

However, the fund does More

Price

Last Close

$51.87 ( +0.22 )

52 Week HL

$51.98 - $39.56

Net Assets

$80495.9 M

Expense Ratio

0.27 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Feb 15, 2021

Company Name

  • Microsoft Corporation
  • Comcast Corporation
  • Gilead Sciences
  • Amgen
  • UnitedHealth Group

Holding

  • 4.2
  • 3.2
  • 3.0
  • 2.4
  • 2.3

Company Name

  • Abbott Laboratories
  • J P
  • Home Depot
  • Apple Inc
  • Digital Realty
  • Total

Holding

  • 2.2
  • 2.0
  • 1.7
  • 1.6
  • 1.5
  • 24.1%

Manager

Name

Charles E. Ellwein

Leadership

Single Manager

Tenure

2003

Advisor

Capital Research and Management Company

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

16.5 %

3 Year

39.26%

5 Year

64.51%

Best

27.93%
2013

Worst

-30.05%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.4% -18.7% 9% -2.1% 4.6% 3.6% 0.1% 2% 10.6% 7.4% -
Q2 4.7% 12.4% 1.8% 4.7% 2.1% 4.8% -1.1% 4.4% 2.2% -0.8% -
Q3 3.7% 4.3% 1.5% 5.8% 4.9% 2% -6.9% 0.2% 4.5% 3.9% -
Q4 - 7.7% 2.2% -8.6% 4.7% 3.1% 5.4% 5.8% 8.6% 0.5% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -0.8% 2.1% 6% 3.4% 1.9% -0.6% 1.4% 1.7% 0.5% - - -
2020 -1.1% -7.7% -10.9% 9.1% 2.8% 0.3% 3.6% 3.7% -3% -3.1% 9.5% 1.4%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    14%19%29%-7%19%10%-1%11%30%14%-1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AMRMX 17%3%17%-2%18%14%-3%13%28%12%5%
Russell 1000 14%19%29%-7%19%10%-1%11%30%14%-1%
Alpha 2%-16%-12%4%-2%5%-2%2%-3%-2%5%

AMRMX Russell 1000

Chart +