Mutual Funds - Profile

American Funds American Mutual Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks primarily capital appreciation, secondarily current income, and thirdly conservation of principal by investing in mid-and large-size companies in the United States and Canada.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The adviser’s investment process is designed to highlight well-established companies that are trading at attractive valuations.

In addition, the research team focuses on companies with strong balance sheets and having a track record of consistently paying dividends.

However, the fund does More

Price

  • Last Close
  • $50.85
    -0.09
  • 52 Week HL
  • $51.41 - $39.21
  • Net Assets
  • $80495.9 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Dec 31, 2020

Top 10 Holdings
Feb 15, 2021

Company Holding
Microsoft Corporation 4.2
Comcast Corporation 3.2
Gilead Sciences 3.0
Amgen 2.4
UnitedHealth Group 2.3
Company Holding
Abbott Laboratories 2.2
J P 2.0
Home Depot 1.7
Apple Inc 1.6
Digital Realty 1.5
Total 24.1%

Manager

  • Name
  • Charles E. Ellwein
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Capital Research and Management Company

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
13.3 % YTD

  • 3 Year
  • 28.12%
  • 5 Year
  • 61.34%
  • Best
  • 27.48%
    2013
  • Worst
  • -30.35%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CMLEX 18%19%29%-7%19%10%-1%11%30%14%-1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 7.4% -18.7% 8.4% -2.2% 4.5% 3.6% - 1.9% 10.5% 7.3% -
Q2 4.7% 11% 1.8% 4.6% 2% 4.6% -1.2% 4.3% 2.1% -0.9% -
Q3 -0.8% 3.9% 1.5% 5.8% 4.8% 1.9% -7% 0.1% 4.4% 3.9% -
Q4 - 7.7% 2.2% -8.6% 4.6% 3.1% 5.3% 5.7% 8.5% 0.4% -

Returns +
M

J F M A M J J A S O N D
2021 -0.8% 2.1% 6% 3.4% 1.8% -0.6% 1.4% 1.7% -3.7% 1.6% - -
2020 -1.2% -7.7% -10.9% 9.1% 2.8% -1% 4.9% 3.7% -2.9% -3.1% 9.5% 1.5%

Annual Return

Index Comparison

Alpha

NAV