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American Funds American Mutual 529F (CMLFX)
51.59
-3.05
(-5.58%)
At close: April 4 at 8:00:25 PM EDT
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.
American Funds American Mutual 529F
Los Angeles, CA 90071
333 South Hope Street
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 Operations
| Last Dividend | 0.24 |
| Last Cap Gain | 42.00 |
| Holdings Turnover | 31.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | CMLFX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.69% | 0.90% |
| Prospectus Net Expense Ratio | 0.69% | -- |
| Prospectus Gross Expense Ratio | 0.69% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | -- |
| Max Deferred Sales Load | -- | -- |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Brantley W. Thompson, Lead Manager since January 01, 2023
Brant W. Thompson is an equity portfolio manager at Capital Group. He has 28 years of investment industry experience and has been with Capital Group for 16 years. Earlier in his career at Capital, as an equity investment analyst, he covered communications technology, U.S. cable and telecom companies, towers, data centers and U.S. and European autos and suppliers. Before joining Capital, he was the head of the communications technology research team in global equity research for Goldman Sachs. Prior to that, he worked at J.P. Morgan, as head of the European communications technology research team in London. He holds a bachelor’s degree in commerce with concentrations in finance and marketing from the University of Virginia. Brant is based in San Francisco. Morningstar Style Box
Morningstar Category
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