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American Funds American Mutual (0P0001A9K1)

53.66 +0.45 (+0.85%)
At close: April 5 at 4:00 PM EDT
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DELL
  • Previous Close 53.21
  • YTD Return 7.15%
  • Expense Ratio 0.36%
  • Category Large Value
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 97.29B
  • Beta (5Y Monthly) 0.70
  • Yield 2.21%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.25
  • Inception Date Oct 30, 2020

The fund invests primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in bonds and other debt securities, including those issued by the U.S. government and by federal agencies and instrumentalities.

American Funds

Fund Family

Large Value

Fund Category

97.29B

Net Assets

2020-10-30

Inception Date

Performance Overview: 0P0001A9K1

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Trailing returns as of 4/4/2024. Category is Large Value.

YTD Return

0P0001A9K1
7.15%
Category
4.44%
 

1-Year Return

0P0001A9K1
16.57%
Category
14.37%
 

3-Year Return

0P0001A9K1
9.31%
Category
6.04%
 

5-Year Return

0P0001A9K1
10.53%
Category
9.20%
 

Holdings: 0P0001A9K1

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Top 10 Holdings (27.08% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 5.65%
ABBV
AbbVie Inc. 3.18%
RTX
RTX Corporation 2.77%
AAPL
Apple Inc. 2.66%
ABT
Abbott Laboratories 2.55%
GE
GE Aerospace 2.50%
UNP
Union Pacific Corporation 2.20%
UNH
UnitedHealth Group Incorporated 1.95%
LIN
Linde plc 1.84%
JPM
JPMorgan Chase & Co. 1.77%

Sector Weightings

Sector0P0001A9K1
Healthcare   19.27%
Industrials   16.70%
Technology   16.29%
Energy   5.97%
Utilities   5.96%
Real Estate   3.30%

Recent News: 0P0001A9K1

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Research Reports: 0P0001A9K1

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