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American Funds American Mutual 529F (CMLFX)

54.64
-1.82
(-3.22%)
At close: 8:00:25 PM EDT
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  • Previous Close 56.46
  • YTD Return 5.34%
  • Expense Ratio 0.69%
  • Category Large Value
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 105.77B
  • Beta (5Y Monthly) 0.71
  • Yield 1.72%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.24
  • 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

105.77B

Net Assets

2020-10-30

Inception Date

Performance Overview: CMLFX

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Trailing returns as of 4/2/2025. Category is Large Value.

YTD Return

CMLFX
5.34%
Category
4.44%
 

1-Year Return

CMLFX
16.84%
Category
14.37%
 

3-Year Return

CMLFX
9.50%
Category
6.04%
 

5-Year Return

CMLFX
12.82%
Category
9.20%
 

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Holdings: CMLFX

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Sector Weightings

SectorCMLFX
Technology   23.43%
Healthcare   15.54%
Industrials   14.06%
Utilities   6.92%
Energy   4.41%
Real Estate   2.49%

Recent News: CMLFX

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Research Reports: CMLFX

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