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American Funds Mortgage 529A CMFAX

Analyst rating as of
  • NAV / 1-Day Return 9.22  /  0.21 %
  • Total Assets 8.7 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.80%
  • Effective Duration 5.84 years

Morningstar’s Analysis CMFAX

Will CMFAX outperform in future?

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

A conservative mortgage-focused offering.

Summary

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American Funds Mortgage Fund benefits from a solid team that has prudently executed its conservative approach to the mortgage market. It earns a Morningstar Analyst Rating of Silver for its cheapest share classes, while its pricier shares are rated Bronze or Neutral.

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