American Mutual Fund Quote

AMFFX Fund  USD 54.26  0.12  0.22%   

Performance

11 of 100

 
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Good

Odds Of Distress

Less than 19

 
High
 
Low
Low
American Mutual is trading at 54.26 as of the 21st of May 2024; that is -0.22 percent decrease since the beginning of the trading day. The fund's open price was 54.38. American Mutual has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for American Mutual Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2022 and ending today, the 21st of May 2024. Click here to learn more.
The 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. More on American Mutual Fund

Moving together with American Mutual Fund

  0.96AMECX Income FundPairCorr
  0.85RNEBX New World FundPairCorr
  1.0AMFCX American MutualPairCorr
  0.93RNCCX American Funds IncomePairCorr
  0.82FPPPX American Funds PresePairCorr
  0.91AMEFX Income FundPairCorr

American Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. American Mutual's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding American Mutual or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaLarge Value Funds (View all Themes)
Fund ConcentrationAmerican Funds, Large Blend Funds, Large Value Funds, Large Value Funds, Large Value, American Funds, Large Value, Large Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndOctober
American Mutual Fund [AMFFX] is traded in USA and was established 21st of May 2024. American Mutual is listed under American Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of American Funds family. The entity is thematically classified as Large Value Funds. This fund presently has accumulated 89.87 B in assets under management (AUM) with no minimum investment requirementsAmerican Mutual is currently producing year-to-date (YTD) return of 5.38% with the current yeild of 0.02%, while the total return for the last 3 years was 6.26%.
Check American Mutual Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Mutual Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Mutual Fund Mutual Fund Constituents

AEPAmerican Electric PowerStockUtilities
WFCWells FargoStockFinancials
COSTCostco Wholesale CorpStockConsumer Staples
TXNTexas Instruments IncorporatedStockInformation Technology
BAThe BoeingStockIndustrials
SRESempra EnergyStockUtilities
JPMJPMorgan Chase CoStockFinancials
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American Mutual Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. American Mutual market risk premium is the additional return an investor will receive from holding American Mutual long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in American Mutual. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although American Mutual's alpha and beta are two of the key measurements used to evaluate American Mutual's performance over the market, the standard measures of volatility play an important role as well.

American Mutual Against Markets

Picking the right benchmark for American Mutual mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in American Mutual mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for American Mutual is critical whether you are bullish or bearish towards American Mutual Fund at a given time. Please also check how American Mutual's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in American Mutual without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy American Mutual Fund?

Before investing in American Mutual, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in American Mutual. To buy American Mutual fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of American Mutual. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase American Mutual fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located American Mutual Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased American Mutual Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as American Mutual Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in American Mutual Fund?

The danger of trading American Mutual Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of American Mutual is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than American Mutual. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile American Mutual is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in American Mutual Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.
Note that the American Mutual information on this page should be used as a complementary analysis to other American Mutual's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Please note, there is a significant difference between American Mutual's value and its price as these two are different measures arrived at by different means. Investors typically determine if American Mutual is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, American Mutual's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.