American Funds American Mutual R6 (RMFGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds American Mutual R6 (RMFGX) Fund

Last Trade: $32.76 on 5/22/2013, Change: -0.22 (-0.67%)

 

Fund Manager - Joyce Gordon

Fund Manager Information

Fund Manager Tenure: 7.4 years
Similar Funds: RMFAX  RMFBX  RMFCX  RMFEX  RMFFX 
Fund Family: American Funds
Fund Category: Large Value
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Gordon is a senior vice president and director with Capital Research Global Investors. She has been an investment professional since 1980, all with Capital Research and Management Company or an affiliate.  Get more insights on Joyce Gordon

 

American Funds American Mutual R6 Fund (RMFGX) Profile

Fund Profile and Description

American Funds American Mutual R6 Fund seeks current income, growth of capital and conservation of principal. American Funds American Mutual R6 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 R6 Fund may also invest in debt securities.

 

 What we like about American Funds American Mutual R6 (RMFGX) Fund

Data for American Funds American Mutual R6 Fund (RMFGX) as of Feb 27, 2013

• American Funds American Mutual R6 Fund (RMFGX) management has been with American Funds American Mutual R6 Fund for 7.4 years
• American Funds American Mutual R6 Fund (RMFGX) has good short-term performance (1-year return 13.67% vs 13.45% Large Value category median performance)
• American Funds American Mutual R6 Fund (RMFGX) has good mid-term performance (3-year return 12.80% vs 11.71% Large Value category median performance)
• American Funds American Mutual R6 Fund (RMFGX) has good Long-term performance (5-year return 6.04% vs 2.98% Large Value category median performance)
• American Funds American Mutual R6 Fund (RMFGX) ratio of up-years vs down years is greater than 2
• American Funds American Mutual R6 Fund (RMFGX) has a Morningstar rating of 4 and above
• American Funds American Mutual R6 Fund (RMFGX) has an annual stock turnover rate of 22.00% vs Large Value average of 69.99%. It is good that American Funds American Mutual R6 management does not trade extensively for its return.
• American Funds American Mutual R6 Fund (RMFGX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.86, lower than category average of 15.81
• American Funds American Mutual R6 Fund (RMFGX) has a lower expense ratio than its Large Value average: 0.32% vs 1.23%
• American Funds American Mutual R6 Fund (RMFGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about American Funds American Mutual R6 (RMFGX) Fund

Data for American Funds American Mutual R6 Fund (RMFGX) as of Feb 27, 2013

See American Funds American Mutual R6 Fund (RMFGX) performance details as of Feb 27, 2013

 

Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
American Funds American Mutual R6	6.31	13.67	12.80	6.04
Sterling Capital Equity Income R (BAERX)	6.65	11.42	13.20	6.41	Compare
Shelton Core Value A (EQTAX)	7.76	12.07	12.98	5.99	Compare
HighMark Equity Income Fiduciary (NJPFX)	8.64	15.07	15.37	5.41	Compare

See top fund managers for Large Value Category Funds

 

Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETF	Year to Date	One Year	Three Year
First Trust Strategic Value Index (FDV)	8.68%	9.75%	11.90%
WisdomTree LargeCap Value (EZY)	5.75%	9.66%	12.19%
Russell Low P E ETF (LWPE)	13.62%	26.33%	0
Russell Equity Income ETF (EQIN)	13.50%	25.97%	0
Russell Contrarian ETF (CNTR)	14.91%	24.94%	0

 

American Funds American Mutual R6 (RMFGX) Fund Net Asset

Track net asset change of American Funds American Mutual R6 fund (RMFGX)

Date	Net Asset
02/2013	$25.32B
01/2013	$23.12B
12/2012	$23.12B

More historic net asset information on American Funds American Mutual R6 Fund (RMFGX)

  

American Funds American Mutual R6 (RMFGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds American Mutual R6 fund (RMFGX)

Date	Cash	Stock	Bond	Other
12/2012	6.8%	88.53%	2.82%	1.71%
09/2012	7.33%	87.04%	2.86%	2.62%
06/2012	7.55%	86.97%	3.05%	2.28%

Click here to see more historic asset allocation information on American Funds American Mutual R6 Fund (RMFGX)

 

Top 10 Holdings in American Funds American Mutual R6 (RMFGX) Fund

Discover what American Funds American Mutual R6 Fund (RMFGX) manager is buying

Dec 30, 2012 Verizon Communications Inc. Com [3.74%] Amgen Inc. [3.41%] Abbott Laboratories Common Stoc [3.32%] Home Depot, Inc. (The) Common S [3.11%] Microsoft Corporation [2.1%] Dow Chemical Company (The) Comm [1.92%] Chevron Corporation Common Stoc [1.91%] Time Warner Cable Inc Common St [1.82%] United Parcel Service, Inc. Com [1.77%] United Technologies Corporation [1.71%]

Sep 29, 2012 Abbott Laboratories Common Stoc [3.89%] Amgen Inc. [3.37%] Home Depot, Inc. (The) Common S [3.32%] Verizon Communications Inc. Com [3.28%] Mondelez International, Inc. [2.17%] AT&T Inc. [2.15%] Microsoft Corporation [2.09%] Chevron Corporation Common Stoc [2%] Time Warner Cable Inc Common St [1.81%] Dow Chemical Company (The) Comm [1.74%]

Jun 30, 2012 Abbott Laboratories Common Stoc [3.64%] Verizon Communications Inc. Com [3.34%] Home Depot, Inc. (The) Common S [3.05%] Amgen Inc. [2.49%] AT&T Inc. [2.43%] Kraft Foods Inc. [2.34%] Microsoft Corporation [2.25%] Dow Chemical Company (The) Comm [1.98%] United Parcel Service, Inc. Com [1.81%] Comcast Corporation [1.79%]

Click here for Stock Holding Change Map in American Funds American Mutual R6 Fund (RMFGX)

  

Latest News on American Funds American Mutual R6 (RMFGX) Fund

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Popular pages on American Funds American Mutual R6 (RMFGX) Fund

• American Funds American Mutual R6 (RMFGX) Fund Research and Recommendation
• American Funds American Mutual R6 (RMFGX) Fund Performance Data
• American Funds American Mutual R6 (RMFGX) Fund Manager Information
• Historic American Funds American Mutual R6 (RMFGX) Fund Asset Allocation Report
• Historic American Funds American Mutual R6 (RMFGX) Fund Top 10 Holding Tracking
• Historic American Funds American Mutual R6 (RMFGX) Fund Asset Under Management Tracking