American Funds American Mutual 529B
333 S Hope St - 55th FL (micg) Los Angeles CA 90071
Map
Phone: 800-421-0180
| Category: | Large Value | | Fund Family: | American Funds | | Net Assets: | 37.23M | | Year-to-Date Return: | -27.78% | | Yield: | 1.86% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Feb-02 |
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James K. Dunton
Lead Manager since
01-Apr-71 | | | Dunton is a senior vice president and director of Capital Research. Dunton has been employed in the investment management area of Capital Research or its affiliates for the past 46 year. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income, growth of capital and conservation of principal. The fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends are well protected. It may invest up to 5% of assets in companies domiciled outside the United States and Canada and not included in the Standard & Poor's 500 Composite index. The fund may also invest in debt securities. |
| Last Dividend
(19-Sep-08):
| 0.10 | | Last Cap Gain
(14-Dec-07):
| 1.29 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 60.91% |
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| Expense | CMLBX | Category
Avg | | Total Expense Ratio: | 1.46%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$907 | $591 | | 5 Yr Expense Projection*: |
$1,065 | $885 | | 10 Yr Expense Projection*: |
$1,653 | $1,741 |
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1.83% Nasdaq 0.00%
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