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American Funds Mortgage R2 RMABX

Analyst rating as of
  • NAV / 1-Day Return 9.18  /  0.89 %
  • Total Assets 8.8 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.330%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.22%
  • Effective Duration 5.84 years

Morningstar’s Analysis RMABX

Will RMABX outperform in future?

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

A conservative mortgage-focused offering.



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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