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Morningstar

American Funds Mortgage 529C CMFCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See American Funds Investment Hub

Morningstar’s Analysis CMFCX

Will CMFCX 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 CMFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMFCX 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 CMFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling option at the right price.

Director Alec Lucas

Alec Lucas

Director

Summary

American Funds Mortgage’s proven team merits an upgrade in its People rating to High from Above Average; the rating for its distinctive, valuation-sensitive Process remains Above Average.

by Alec Lucas
Rated on Published on

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