10 important things you should know about American Funds AMFCX mutual fund
Updated: September 09, 2021
Bull case
Bear case
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Before we start: if you’re looking for AMFCX “stock” price, you can quickly find it out by visiting Finny and typing "AMFCX quote". If you’re looking for a quick scoop on AMFCX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AMFCX". You’ll get all this info in one place.

Are you looking to buy or sell AMFCX? Or perhaps you’re looking for AMFCX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AMFCX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AMFCX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AMFCX buy or sell; the pros and cons of investing in AMFCX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AMFCX.

And here is the list of questions we’ll answer:

  1. Describe American Mutual Fund; Class C Shares (AMFCX).
  2. What are AMFCX holdings?
  3. What is AMFCX performance? What are AMFCX historical returns?
  4. What is AMFCX dividend yield?
  5. What is AMFCX minimum initial investment amount?
  6. Does AMFCX have any sales loads or 12b-1 distribution expenses?
  7. What is AMFCX Finny Score? AMFCX buy or sell?
  8. What are the pros of investing in AMFCX? What are AMFCX buy reasons?
  9. What are the cons of investing in AMFCX? What are AMFCX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Mutual Fund; Class C Shares (AMFCX).

The Fund 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 appear to be sustainable in the United States and Canada.

2. What are AMFCX top holdings?

AMFCX has 160 stock holdings and 1 bond holdings.

The top 10 holdings represent 25.00% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 4.30%
Comcast Corp Class A CMCSA 3.09%
Gilead Sciences Inc GILD 2.98%
Amgen Inc AMGN 2.64%
UnitedHealth Group Inc UNH 2.28%
The Home Depot Inc HD 2.15%
Abbott Laboratories ABT 2.14%
Procter & Gamble Co PG 1.95%
Verizon Communications Inc VZ 1.75%
Apple Inc AAPL 1.72%

3. What is AMFCX performance? What are AMFCX historical returns?

AMFCX has generated the following returns:

  • 1-month return is 1.37%;
  • 3-month return is 2.93%;
  • 1-year return is 2.93%;
  • 3-year return is 10.65%;
  • 5-year return is 11.19%;
  • 10-year return is 12.01%;
  • 15-year return is 7.99%.

4. What is AMFCX dividend yield?

AMFCX yield is 1.03%.

5. What is AMFCX minimum initial investment amount?

AMFCX minimum initial investment amount is $1.00K.

6. Does AMFCX have any sales loads or 12b-1 distribution expenses?

AMFCX 12b-1 distribution fee is 1. AMFCX front-end sales load is 0. AMFCX back-end sales load is 1.

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 6 reasons to sell it, resulting in the Finny Score of 0.

8. What are the pros of investing in AMFCX? What are AMFCX buy reasons?

We don't see any strong reasons to buy AMFCX.

9. What are the cons of investing in AMFCX? What are AMFCX negatives?

The following are AMFCX weaknesses from our perspective:

  • AMFCX 3-year return is 10.65%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 18.19%.
  • AMFCX 5-year return is 11.19%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 17.99%.
  • AMFCX 10-year return is 12.01%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 16.81%.
  • AMFCX 15-year return is 7.99%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 10.89%.
  • AMFCX expense ratio is 1.34%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and deferred sales fee. The maximum 12b1 fee is 1%, while the maximum deferred sales load is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Deferred sales load is a back-end sales charge and is imposed when an investor redeems shares.
In the AMFCX review, we covered AMFCX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.