RMBEX – Fund Analysis – American Funds Mortgage R-2E | Morningstar

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Will RMBEX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RMBEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

American Funds Mortgage Ratings Unchanged Ahead of Manager Retirement

null River Meng

River Meng

Analyst Note

Capital Group announced that comanager David Betanzos will retire from American Funds Mortgage and the firm effective Dec. 1, 2026. This news does not affect the strategy’s High People and Above Average Process Pillar ratings or its Morningstar Medalist Ratings across share classes.

by River Meng

Published on Jul 16, 2026

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