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American Funds American Mutual B Fund (AMFBX)

Fund performance review and position details on American Funds American Mutual B Fund (AMFBX)

    Last Trade: $ on , Change: (0%)

American Funds American Mutual B Fund (AMFBX) HighlightAmerican Funds American Mutual B Fund (AMFBX) Fund Summary

American Funds American Mutual B Fund (AMFBX) statistics as of May 30, 2016

Category: Large Value
Fund Family: American Funds
Net Asset: $37.36B
Yield: 1.24%
Year-to-Date Return: 6.05%
Morningstar rating: 4

 

American Funds American Mutual B Fund (AMFBX) CostAmerican Funds American Mutual B Fund (AMFBX) Cost

American Funds American Mutual B Fund (AMFBX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Large Value average): 1.34% (1.10%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: 27.00%

 

American Funds American Mutual B Fund (AMFBX) PerformanceAmerican Funds American Mutual B Fund (AMFBX) Performance

Most current American Funds American Mutual B Fund (AMFBX) Performance

1-month Performance (Large Value category median performance): 1.14% (1.19%)
3-month Performance (Large Value category median performance): 9.03% (9.56%)
1 Year Performance (Large Value category median performance): 0.92% (-2.36%)
3 Year Performance (Large Value category median performance): 8.64% (7.81%)
5 Year Performance (Large Value category median performance): 9.43% (9.15%)
Number of Years of positive return: 12 years
Number of Years of negative return: 3 years
3 year Alpha (Large Value category average): -0.88 (-2.66)
3 year Beta (Large Value category average): 0.87 (0.98)
3 year Sharpe Ratio: 0.87
3 year Treynor: 9.87

American Funds American Mutual B Fund (AMFBX) topholdingTop Stock Holdings in American Funds American Mutual B Fund (AMFBX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Verizon Communications Inc. Com4.84%0.00%
Amgen Inc.3.12%0.00%
Texas Instruments Incorporated3.01%0.00%
AbbVie Inc. Common Stock2.75%0.00%
Microsoft Corporation2.46%0.00%
AT&T Inc.1.89%0.00%
Coca-Cola Company (The) Common 1.88%0.00%
Home Depot, Inc. (The) Common S1.86%0.00%
Procter & Gamble Company (The) 1.76%0.00%
General Electric Company Common1.73%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Funds American Mutual B Fund (AMFBX) Portfolio AllocationAmerican Funds American Mutual B Fund (AMFBX) Fund Portfolio Allocation

American Funds American Mutual B Fund (AMFBX) Fund Portfolio Allocation data as of 03/2016

Stock90.87%
Bond0.67%
Cash5.2%
Other2.88%

 

American Funds American Mutual B Fund (AMFBX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
American Funds American Mutual B0.928.649.43
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare
American Century Equity Income A (TWEAX)9.189.609.79 Compare

See top fund managers for Large Value Category Funds

 

American Funds American Mutual B Fund (AMFBX) PerformanceOther Financial Data Web Sites on American Funds American Mutual B Fund (AMFBX)

Addition research sites for American Funds American Mutual B Fund (AMFBX)

 

American Funds American Mutual B Fund (AMFBX) Related ResourcesSee more information on American Funds American Mutual B (AMFBX) Fund

Popular pages on American Funds American Mutual B (AMFBX) Fund

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