American Mutual Fund®
Share Class F-1
Growth-and-Income
Overview
American Mutual Fund may be appropriate for:
- Income-oriented investors seeking a conservative entry into the stock market
- Growth-oriented investors who want a fund that has shown resistance to market declines
- Investors looking for a core holding for their retirement programs
Objective
The fund strives for the balanced accomplishment of three objectives: current income, growth of capital and conservation of principal.
Manager
The fund is managed by Capital Research and Management Company, one of the nation’s oldest, largest investment management firms. Since 1931, Capital Research has invested with a long-term focus based on thorough research and attention to risk.
Fund information
- Began operations: 2/21/50
- Expense ratio:* 0.64%
- Investment expenses paid annually: $6.40 for a $1,000 balance
*Fund expenses are as of the fund’s prospectus. The expense ratio does not reflect sales charges or fees charged by financial intermediaries. Please see the fund’s most recent prospectus for details.
You can estimate the investment expenses you’re paying annually by multiplying your balance in the fund by the expense ratio.
Top 10 holdings
(Percentage of net assets shown are for the most recent period available as of 1/31/24; holdings are subject to change)
- Microsoft6.2%
- AbbVie3.4%
- Rtx Corp3.0%
- Abbott Laboratories2.6%
- General Electric2.6%
- Apple2.6%
- Union Pacific2.2%
- JPMorgan Chase1.9%
- UnitedHealth Group1.9%
- Linde PLC1.7%
Where the fund was invested
(as of 1/31/24; percentage of net assets; holdings are subject to change)
*Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.
Past results
The bar graph below shows the fund’s annual results and illustrates the fund’s fluctuations over the past 10 years.Class F-1 shares were first offered on March 15, 2001 (on February 21, 2014, in funds in the American Funds Target Date Retirement Series). Class F-1 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated additional annual expenses. Please see the prospectus for more information about specific expenses.
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown here. For more current information and month-end results, click here. Share price and return will vary, so you may lose money. Investing for short periods makes losses more likely. Unless otherwise indicated, all results are calculated at net asset value.
Average annual total returns through 12/31/23
| Latest10 years | Latest5 years | Latest3 years | Latestyear |
|---|
| At net asset value | 9.06% | 10.67% | 9.24% | 9.33% |
|---|
Investment results reflect the deduction of applicable fees and expenses and the reinvestment of all distributions. When applicable, investment results reflect fee waivers and/or expense reimbursem*nts, without which results would have been lower.Read details about how waivers and/or reimbursem*nts affect the results for each fund.
Class F-1 shares were first offered on March 15, 2001. Class F-1 share results prior to the date of the first sale are hypothetical based on Class A share results without a sales charge, adjusted for estimated additional annual expenses. View dates of first sale and specific expense adjustment information for Class F-1 shares. Please see the prospectus for more information about specific expenses.
In applying any particular asset allocation model to your own individual situation, you should consider your other assets, income and investments. For example, in addition to your retirement plan investments, you should consider any investments (including those in an Individual Retirement Account) and savings accounts.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing. You can find a link to the prospectus at the top of the page.
Use of this website is intended for U.S. residents only.
American Funds Distributors, Inc., member FINRA.
FAQs
The American Funds American Mutual Fund offers veteran leadership running a fund that invests in high-grade stocks with solid growth potential. Its focus on large, dividend-paying firms has helped the fund weather downturns better than many peers.
What does Class F mean in mutual funds? ›
An f-series or f-class mutual fund is a mutual fund that does not pay any additional commissions to the firm or advisor making the purchase. It is designed specifically for accounts that pay a percentage based on your overall dollars managed by an advisor. This is typically referred to as a fee-based model.
What are the top 5 performing mutual funds? ›
Best-performing U.S. equity mutual funds
| Ticker | Name | 5-year return (%) |
|---|
| STSEX | BlackRock Exchange BlackRock | 16.27% |
| USBOX | Pear Tree Quality Ordinary | 16.13% |
| FGLGX | Fidelity Series Large Cap Stock | 16.08% |
| PRCOX | T. Rowe Price U.S. Equity Research | 16% |
3 more rowsMar 29, 2024
Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.
What is the most aggressive American funds mutual fund? ›
AFIFX is often the most aggressive of the American funds, yet it's still slightly less volatile than the S&P 500. The fund has topped the index by an average of 76 basis points (a basis point is one one-hundredth of a percent) per year over the past 15 years.
Are American funds still a good investment? ›
Over the past 5 years, the standard deviation of the fund is 14.38% compared to the category average of 15.48%. This makes the fund less volatile than its peers over the past half-decade.
Are F Series mutual funds worth it? ›
My one caution is that F-series funds aren't always guaranteed to be your best value, especially if you're working with a smaller portfolio. Your fee-based adviser has to earn a living somehow, so you typically agree to pay him either an hourly fee or a percentage of your portfolio's value in exchange for his advice.
What is the difference between Class A and F mutual funds? ›
If you wish to pay fees, investors have to buy a certain type of mutual fund share called Class “F”. Other investors prefer to pay a commission rather than a fee and have the commission built into the price of the mutual fund. This is the Class “A” fund.
What is an f1 mutual fund share class? ›
Class F-1 shares are primarily available through certain financial services platforms that support self-directed investors. Class F-2, F-3, 529-F-2, 529-F-3 and ABLE-F-2 shares are used in fee-based programs at most broker-dealers.
What is the safest mutual fund? ›
The 3 Safest Mutual Funds to Buy Now
| STSEX | Blackrock Exchange Portfolio | $1,836.46 |
|---|
| PRDGX | T. Rowe Price Dividend Growth Fund | $66.00 |
| VWESX | Vanguard Long-Term Investment-Grade Fund | $7.93 |
Jun 5, 2023
Here are the best low-risk investments in April 2024:
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
Turning to mid-cap funds, Quant Mid Cap Fund emerges as the top performer with a direct three-year return of 32.99%, trailed by Motilal Oswal Midcap Fund at 27.69%, Mahindra Manulife Mid Cap Fund at 26.77%, PGIM India Midcap Opportunities Fund at 26.61%, and Edelweiss Mid Cap Fund at 26.35%.
Which mutual fund gives 40% return? ›
There are eight large cap mutual funds which have delivered over 40 percent return in the past one year. These include Quant Large Cap Fund, Bank of India Bluechip Fund, JM Large Cap Fund and Nippon India Large Cap Fund, among others.
Which mutual funds give 30% return? ›
Quant Small Cap Fund, Quant ELSS Tax Saver Fund, and Quant Mid Cap Fund gave 37.86%, 31.67%, and 31.66% returns, respectively, in the last five years. This small cap fund gave 31.37% return in the last five years. The scheme is benchmarked against Nifty Smallcap 250 - TRI, which gave 24.82% in the same time period.
Is it right time to invest in mutual funds? ›
There is no better time to start investing. It is very difficult to time the markets and although the markets are due for a correction, it would not be wise to wait further. Also, when it comes to SIPs, there is not much merit in timing the markets. We would suggest you invest in different mutual fund categories.
What is the performance of American funds mutual funds? ›
Fund Performance
The fund has returned 0.80 percent over the past year, 9.49 percent over the past three years, 7.60 percent over the past five years, and 8.44 percent over the past decade.
Why are American funds fees so high? ›
It markets its funds by compensating traditional brokers and financial advisors with commissions. To pay these commissions, its funds charge a combination of front-end loads, back-end loads, and higher expense ratios.
What is the rate of return on American mutual funds? ›
Prices and returns
| Growth-and-Income |
|---|
| Share Prices and Year-to-Date Returns | Average Annual Total Returns |
|---|
| $18.13 | 0.13 | 9.82% |
| 8.52% |
| American Mutual Fund® — A Ticker: AMRMX | Prospectus |
9 more rows62 American Funds
| Fund Name | Month-End As of 3/31/2024 |
|---|
| MSCI Emerging Markets Index | 2.37 |
| American Mutual Fund® AMRMX | 0.92 |
| S&P 500 Index | 10.56 |
| Capital World Growth and Income Fund® CWGIX | 1.95 |
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Growth-and-Income 
