Nasdaq - Delayed Quote USD

American Funds American Mutual 529F (CMLFX)

54.64
-1.82
(-3.22%)
As of 8:05:27 AM EDT. Market Open.

Top 10 Holdings (30.74% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.22%
AAPL
Apple Inc. 4.36%
RTX
RTX Corporation 3.46%
ABBV
AbbVie Inc. 3.16%
AVGO
Broadcom Inc. 2.92%
GE
GE Aerospace 2.51%
UNH
UnitedHealth Group Incorporated 2.30%
JPM
JPMorgan Chase & Co. 2.26%
META
Meta Platforms, Inc. 1.83%
ACN
Accenture plc 1.72%

Sector Weightings

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

Overall Portfolio Composition (%)

Cash 4.23%
Stocks 95.75%
Bonds 0.00%
Others 0.00%
Preferred 0.02%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average CMLFX Category Average
Price/Earnings 0.04 0.06
Price/Book 0.27 0.41
Price/Sales 0.34 0.59
Price/Cashflow 0.06 0.09
Median Market Cap 191,839.86 115,065.59
3 Year Earnings Growth 10.65 17.22

Bond Holdings

Performance & Risk

YTD Return 2.93%
5y Average Return 15.03%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family American Funds
Net Assets 102.3B
YTD Return 2.45%
Yield 1.78%
Morningstar Rating
Inception Date Nov 20, 2015

Fund Summary

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.

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