American Fund American Mutual’s deep bench of investment talent and conservative income-oriented approach merit a Morningstar Analyst Rating of Gold for its cheapest share classes and Silver for its more expensive ones.
American Funds American Mutual C AMFCX
NAV / 1-Day Return
50.10
/
0.46
%
Total Assets
80.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.340%
Expense Ratio
1.340%
Fee Level
Low
Longest Manager Tenure
15.57
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
250
Status
Open
TTM Yield
1.06%
Turnover
24%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AMFCX 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 AMFCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AMFCX 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 AMFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A deep bench and a defensive posture.
