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American Funds American Mutual R2 RMFBX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 54.84  /  +0.15 %
  • Total Assets 99.6 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.30%
  • Turnover 25%

USD | NAV as of Jul 15, 2024 | 1-Day Return as of Jul 15, 2024, 10:18 PM GMT+0

Morningstar’s Analysis RMFBX

Will RMFBX outperform in future?

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

A solid conservative option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds American Mutual benefits from a long-tenured investment team and risk-conscious approach, making it a solid choice for the long term.

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Portfolio Holdings RMFBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.22 6.0 Bil
Technology

Capital Group Central Cash Fund

4.89 4.8 Bil
Cash and Equivalents

AbbVie Inc

3.53 3.4 Bil
Healthcare

GE Aerospace

3.25 3.2 Bil
Industrials

RTX Corp

3.13 3.0 Bil
Industrials

Abbott Laboratories

2.48 2.4 Bil
Healthcare

Apple Inc

2.48 2.4 Bil
Technology

JPMorgan Chase & Co

2.07 2.0 Bil
Financial Services

Linde PLC

1.84 1.8 Bil
Basic Materials

Union Pacific Corp

1.77 1.7 Bil
Industrials