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American Funds American Mutual A (AMRMX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds American Mutual A (AMRMX) Fund

    Last Trade: $39.37 on 7/24/2017, Change: -0.13 (-0.33%)

 

Graph of American Funds American Mutual A Fund (AMRMX) ManagerFund Manager - James J. Terrile

Fund Manager Information

Fund Manager Tenure: 11.6 years
Similar Funds: AMRFX 
Fund Family: American Funds
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of American Funds American Mutual A Fund (AMRMX) ProfileAmerican Funds American Mutual A Fund (AMRMX) Profile

Fund Profile and Description

American Funds American Mutual A Fund seeks current income, growth of capital and conservation of principal. American Funds American Mutual A 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. American Funds American Mutual A Fund may also invest in debt securities.

 

American Funds American Mutual A (AMRMX) Fund Strength What we like about American Funds American Mutual A (AMRMX) Fund

Data for American Funds American Mutual A Fund (AMRMX) as of May 30, 2016

  • American Funds American Mutual A Fund (AMRMX) management has been with American Funds American Mutual A Fund for 11.6 years
  • American Funds American Mutual A Fund (AMRMX) has good short-term performance (1-year return 1.73% vs -2.36% Large Value category median performance)
  • American Funds American Mutual A Fund (AMRMX) has good mid-term performance (3-year return 9.47% vs 7.81% Large Value category median performance)
  • American Funds American Mutual A Fund (AMRMX) has good Long-term performance (5-year return 10.27% vs 9.15% Large Value category median performance)
  • American Funds American Mutual A Fund (AMRMX) ratio of up-years vs down years is greater than 2
  • American Funds American Mutual A Fund (AMRMX) has a Morningstar rating of 4 and above
  • Asset base in American Funds American Mutual A Fund (AMRMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds American Mutual A Fund (AMRMX) has an annual stock turnover rate of 27.00% vs Large Value average of 44.24%. It is good that American Funds American Mutual A management does not trade extensively for its return.
  • American Funds American Mutual A Fund (AMRMX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.03, lower than category average of 11.7
  • American Funds American Mutual A Fund (AMRMX) has a lower expense ratio than its Large Value average: 0.58% vs 1.10%

American Funds American Mutual A Fund (AMRMX) Weakness What we are cautious about American Funds American Mutual A (AMRMX) Fund

Data for American Funds American Mutual A Fund (AMRMX) as of May 30, 2016

  • American Funds American Mutual A Fund (AMRMX) carries a 5.75% load
See American Funds American Mutual A Fund (AMRMX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds American Mutual A Fund (AMRMX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds American Mutual A6.381.739.4710.27
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare
American Century Equity Income A (TWEAX)9.869.189.609.79Compare

See top fund managers for Large Value Category Funds

 

Compare American Funds American Mutual A Fund (AMRMX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of American Funds American Mutual A Fund (AMRMX) Net Asset TrackingAmerican Funds American Mutual A (AMRMX) Fund Net Asset

Track net asset change of American Funds American Mutual A fund (AMRMX)

DateNet Asset
05/2016$37.36B
03/2016$36.15B
02/2016$33.91B
More historic net asset information on American Funds American Mutual A Fund (AMRMX)

  

Graph of American Funds American Mutual A Fund (AMRMX) Portfolio TrackingAmerican Funds American Mutual A (AMRMX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds American Mutual A fund (AMRMX)

DateCashStockBondOther
03/20165.2%90.87%0.67%2.88%
12/20155.42%91.73%0.86%1.59%
09/20154.46%91.21%0.76%3.15%
Click here to see more historic asset allocation information on American Funds American Mutual A Fund (AMRMX)

 

graph of American Funds American Mutual A Fund (AMRMX) Top 10 Position TrackingTop 10 Holdings in American Funds American Mutual A (AMRMX) Fund

Discover what American Funds American Mutual A Fund (AMRMX) manager is buying

Mar 30, 2016
Verizon Communications Inc. Com [4.84%]
Amgen Inc. [3.12%]
Texas Instruments Incorporated [3.01%]
AbbVie Inc. Common Stock [2.75%]
Microsoft Corporation [2.46%]
AT&T Inc. [1.89%]
Coca-Cola Company (The) Common [1.88%]
Home Depot, Inc. (The) Common S [1.86%]
Procter & Gamble Company (The) [1.76%]
General Electric Company Common [1.73%]

Dec 30, 2015
Verizon Communications Inc. Com [4.41%]
Amgen Inc. [3.85%]
AbbVie Inc. Common Stock [3.13%]
Texas Instruments Incorporated [3.06%]
Microsoft Corporation [2.7%]
Home Depot, Inc. (The) Common S [2.17%]
Coca-Cola Company (The) Common [1.85%]
General Electric Company Common [1.81%]
Procter & Gamble Company (The) [1.81%]
AT&T Inc. [1.77%]

Sep 29, 2015
Verizon Communications Inc. Com [4.28%]
Amgen Inc. [3.39%]
AbbVie Inc. Common Stock [3.05%]
Texas Instruments Incorporated [2.86%]
Microsoft Corporation [2.22%]
Home Depot, Inc. (The) Common S [1.99%]
AT&T Inc. [1.73%]
Lockheed Martin Corporation Com [1.67%]
Sempra Energy Common Stock [1.65%]
General Electric Company Common [1.51%]
Click here for Stock Holding Change Map in American Funds American Mutual A Fund (AMRMX)

  

Latest News on American Funds American Mutual A (AMRMX) Fund

See what is happening with American Funds American Mutual A Fund (AMRMX)

 

American Funds American Mutual A Fund (AMRMX) Related ResourcesSee more information on American Funds American Mutual A (AMRMX) Fund

Popular pages on American Funds American Mutual A (AMRMX) Fund

  

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