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Morningstar

American Funds American Mutual 529E CMLEX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 47.97  /  0.35 %
  • Total Assets 86.6 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.68%
  • Turnover 24%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 PM GMT+0

Morningstar’s Analysis CMLEX

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

People Pillar

The People Pillar is our evaluation of the CMLEX 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 CMLEX’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 CMLEX

More CMLEX Holdings
  • Current Portfolio Date
  • Equity Holdings 180
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital Group Central Cash Fund

8.75
7,857,897,327
Cash and Equivalents

Microsoft Corp

4.31
3,872,462,188
Technology

AbbVie Inc

2.65
2,384,945,999
Healthcare

Raytheon Technologies Corp

2.54
2,278,056,273
Industrials

Abbott Laboratories

2.40
2,158,746,775
Healthcare

Linde PLC

2.35
2,110,961,030
Basic Materials

General Electric Co

2.21
1,982,876,975
Industrials

Comcast Corp Class A

2.00
1,796,888,252
Communication Services

Apple Inc

1.95
1,754,668,720
Technology

Mondelez International Inc Class A

1.72
1,544,864,969
Consumer Defensive