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

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

    Last Trade: $36.79 on 10/24/2014, Change: +0.33 (0.91%)

 

Graph of American Funds American Mutual R6 Fund (RMFGX) ManagerFund Manager - Joyce E. Gordon

Fund Manager Information

Fund Manager Tenure: 8.8 years
Similar Funds: RMFAX  RMFBX  RMFCX  RMFEX  RMFFX 
Fund Family: American Funds
Fund Category: Large Value
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A (Score: 0.73)     (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 E. Gordon

 

Graph of American Funds American Mutual R6 Fund (RMFGX) ProfileAmerican 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.

 

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

Data for American Funds American Mutual R6 Fund (RMFGX) as of Sep 29, 2014

  • American Funds American Mutual R6 Fund (RMFGX) management has been with American Funds American Mutual R6 Fund for 8.8 years
  • American Funds American Mutual R6 Fund (RMFGX) has good Long-term performance (5-year return 14.42% vs 13.75% 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 an annual stock turnover rate of 18.00% vs Large Value average of 34.98%. 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 8.39, lower than category average of 12.08
  • American Funds American Mutual R6 Fund (RMFGX) has a lower expense ratio than its Large Value average: 0.31% vs 1.13%
  • 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

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

Data for American Funds American Mutual R6 Fund (RMFGX) as of Sep 29, 2014

  • American Funds American Mutual R6 Fund (RMFGX) has a less-than-ideal short-term performance (1-year return 16.08% vs 16.48% Large Value category median performance)
  • American Funds American Mutual R6 Fund (RMFGX) has a less-than-ideal mid-term performance (3-year return 19.72% vs 21.66% Large Value category median performance)
  • American Funds American Mutual R6 Fund (RMFGX) has a Morningstar rating of 3 and below
See American Funds American Mutual R6 Fund (RMFGX) performance details as of Sep 29, 2014

 

What do you think?

 

Compare American Funds American Mutual R6 Fund (RMFGX)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 R66.8316.0819.7214.42
Federated MDT Stock Instl (FMSTX)9.3822.7728.6116.72Compare
VY Invesco Comstock I (IVKIX)7.1218.6824.6015.41Compare
LWAS/DFA US High Book To Market (DFBMX)7.1220.3427.7017.20Compare

See top fund managers for Large Value Category Funds

 

Compare American Funds American Mutual R6 Fund (RMFGX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Multi-Asset Income (CVY)1.86%7.75%15.16%
Grail American Beacon Large Value ETF (GVT)11.90%20.45%24.79%
PowerShares Dynamic Large Cap Value (PWV)8.62%19.87%23.80%
RevenueShares Large Cap (RWL)6.72%19.51%24.59%
Vanguard Mega Cap 300 Value Index ETF (MGV)8.45%19.39%22.74%

 

Graph of American Funds American Mutual R6 Fund (RMFGX) Net Asset TrackingAmerican Funds American Mutual R6 (RMFGX) Fund Net Asset

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

DateNet Asset
09/2014$34.50B
08/2014$33.32B
07/2014$34.06B
More historic net asset information on American Funds American Mutual R6 Fund (RMFGX)

  

Graph of American Funds American Mutual R6 Fund (RMFGX) Portfolio TrackingAmerican Funds American Mutual R6 (RMFGX) Fund Portfolio Allocation

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

DateCashStockBondOther
06/20146.6%92.16%1.19%0.02%
03/20145.48%90.53%1.29%2.66%
12/20136.88%90.25%1.39%1.45%
Click here to see more historic asset allocation information on American Funds American Mutual R6 Fund (RMFGX)

 

graph of American Funds American Mutual R6 Fund (RMFGX) Top 10 Position TrackingTop 10 Holdings in American Funds American Mutual R6 (RMFGX) Fund

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

Jun 29, 2014
Verizon Communications Inc. Com [3.63%]
AbbVie Inc. Common Stock [3.45%]
Amgen Inc. [3.07%]
Texas Instruments Incorporated [2.81%]
Home Depot, Inc. (The) Common S [2.07%]
Chevron Corporation Common Stoc [1.93%]
Apple Inc. [1.75%]
General Dynamics Corporation Co [1.63%]
Pacific Gas & Electric Co. Comm [1.55%]
Procter & Gamble Company (The) [1.54%]

Mar 30, 2014
Verizon Communications Inc. Com [3.56%]
Amgen Inc. [3.4%]
AbbVie Inc. Common Stock [3.34%]
Texas Instruments Incorporated [2.95%]
Home Depot, Inc. (The) Common S [2.16%]
Exelon Corporation Common Stock [1.68%]
General Dynamics Corporation Co [1.62%]
Microsoft Corporation [1.6%]
Pacific Gas & Electric Co. Comm [1.49%]
United Parcel Service, Inc. Com [1.49%]

Dec 30, 2013
Verizon Communications Inc. Com [3.55%]
AbbVie Inc. Common Stock [3.47%]
Amgen Inc. [3.31%]
Texas Instruments Incorporated [2.6%]
Home Depot, Inc. (The) Common S [2.44%]
Dow Chemical Company (The) Comm [1.74%]
United Parcel Service, Inc. Com [1.66%]
Waste Management, Inc. Common S [1.61%]
Chevron Corporation Common Stoc [1.57%]
Microsoft Corporation [1.51%]
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

See what is happening with American Funds American Mutual R6 Fund (RMFGX)

 

American Funds American Mutual R6 Fund (RMFGX) Related ResourcesSee more information on American Funds American Mutual R6 (RMFGX) Fund

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