
Large Growth: Vanguard PrimeCap 8% Large Value: Vanguard Wellesley Income (37% of this fund is LV) 4% American Funds ( AMRMX ) 3% Small Growth & Value: Vanguard Tax-Managed Small Cap 2% Vanguard Select Value 1% Foreign Stock: Vanguard International
and Wellington (VWINX and VWELX). For American, I have considered The American Fund and Investment Company of America ( AMRMX and AIVSX). The Vanguard Funds have lower expense ratios and higher Morningstar Ratings, but when placed in side by side
users can click here to view the complete list or adjust the screen to suit their own criteria. American Fund American Mutual AMRMX Although American Funds has faced a sea of outflows during the past few years, three of the firm's funds hit my screen when
A large cash stake holds the fund back when the market rallies.Index replication is a perennial concern with all of American's stock funds, including this one.Low expenses.Low volatility.Above-average yield.Experienced managers.Like other American Funds, this fund's managers oversee several
8.45% OAKIX = 8.05% BJBHX = 7.43% TPINX = 6.81% AMRMX = 6.62% JAHYX = 6.36% MACSX = 6.13% CAIBX = 6.12% TGLMX = 5.98% * I was thinking of rolling the AMRMX over into CAIBX, since I could kick myself for buying a load
here . American Funds Washington Mutual AWSHX For investors who work with a broker, this offering and sibling American Mutual AMRMX appear to be good bets for the future. Like the Morningstar analyst team, this offering's managers have found a lot to like
stewards, three of which we highlight below. Premium members can run the screen by clicking here . American Funds American Mutual AMRMX Expenses: 0.66% | Minimum Investment: $250 This conservative large-value fund is a generous steward. The fund family
team is valuation-conscious and will hold convertibles and/or preferred shares on occasion. American Funds American Mutual AMRMX Four American Funds cleared my screen, an impressive showing from a firm that has been the industry's most heavily redeemed
emphasis on company fundamentals over some of the momentum factors on which its peers concentrate . American Funds American Mutual AMRMX Analyst John Coumarianos calls this offering " the most conservative stock fund in American's lineup . " And for a firm that
Investment Company of America AIVSX , American Mutual AMRMX , Washington Mutual AWSHX , and SmallCapWorld SMCWX ..... Amer A 14 . 36 American Funds Invmt Co of Amer A 11 . 80 American Funds American Mutual A 11 . 60 Vanguard 500 Index Investor 10 . 43 After fees