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Morningstar

American Funds American Mutual 529C CMLCX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 48.30  /  1.45 %
  • Total Assets 87.7 Bil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.390%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.18%
  • Turnover 24%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CMLCX

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

People Pillar

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

Consistent in down markets.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds American Mutual’s veteran team and conservative approach merit a Morningstar Medalist Rating of Gold for its cheapest share classes and Silver for its more expensive ones.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMLCX

More CMLCX Holdings
  • Current Portfolio Date
  • Equity Holdings 175
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

9.56
8,375,416,757
Cash and Equivalents

Microsoft Corp

3.71
3,249,583,252
Technology

AbbVie Inc

3.20
2,805,178,148
Healthcare

Raytheon Technologies Corp

2.51
2,200,718,509
Industrials

Linde PLC

2.29
2,010,877,630
Basic Materials

UnitedHealth Group Inc

2.00
1,753,217,218
Healthcare

General Electric Co

2.00
1,749,905,038
Industrials

Comcast Corp Class A

1.94
1,700,586,304
Communication Services

Abbott Laboratories

1.82
1,596,020,325
Healthcare

General Mills Inc

1.67
1,464,441,705
Consumer Defensive