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15 important things you should know about American Funds AMFCX mutual fund
- No Bull case arguments for now!
- Low net assets
- 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:
- Describe American Mutual Fund; Class C Shares (AMFCX).
- What are AMFCX holdings?
- What is AMFCX performance? What are AMFCX historical returns?
- How many up and down years did AMFCX have historically?
- What is AMFCX dividend yield?
- What is AMFCX minimum initial investment amount?
- What is AMFCX expense ratio?
- Does AMFCX have any sales loads or 12b-1 distribution expenses?
- What is AMFCX tax efficiency (tax-cost ratio)?
- What is AMFCX beta? How would you assess AMFCX risk?
- What is AMFCX Sharpe ratio?
- What is AMFCX Finny Score? AMFCX buy or sell?
- What are the pros of investing in AMFCX? What are AMFCX buy reasons?
- 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.
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 3 bond holdings.
The top 10 holdings represent 25.00% of total assets. Here are the top holdings:
|Comcast Corp Class A||CMCSA||3.09%|
|Gilead Sciences Inc||GILD||2.98%|
|UnitedHealth Group Inc||UNH||2.28%|
|The Home Depot Inc||HD||2.15%|
|Procter & Gamble Co||PG||1.95%|
|Verizon Communications Inc||VZ||1.75%|
3. What is AMFCX performance? What are AMFCX historical returns?
AMFCX has generated the following returns:
- 1-month return is 1.36%;
- 3-month return is 7.78%;
- 1-year return is 2.55%;
- 3-year return is 6.33%;
- 5-year return is 9.97%;
- 10-year return is 9.69%;
- 15-year return is 7.20%.
4. How many up and down years did AMFCX have historically?
In the last 10 years, AMFCX had 8 up years and 2 down years.
5. What is AMFCX dividend yield?
AMFCX yield is 1.35%.
6. What is AMFCX minimum initial investment amount?
AMFCX minimum initial investment amount is $1.00K.
7. What is AMFCX expense ratio?
AMFCX expense ratio is 1.36%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.
8. 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.
9. What is AMFCX tax efficiency (tax-cost ratio)?
- 1-year ax cost ratio is 1.18%;
- 3-year ax cost ratio is 1.24%.
10. What is AMFCX beta? How would you assess AMFCX risk?
- 3-year beta is 0.74;
- 5-year beta is 0.75;
- 10-year beta is 0.77;
- 15-year beta is 0.80.
12. What is Finny Score? buy or sell?
Finny Score is 0. Our quantitative analysis shows 0 reasons to buy and 7 reasons to sell it, resulting in the Finny Score of 0.
13. What are the pros of investing in AMFCX? What are AMFCX buy reasons?
We don't see any strong reasons to buy AMFCX.
14. What are the cons of investing in AMFCX? What are AMFCX negatives?
The following are AMFCX weaknesses from our perspective:
- AMFCX net assets are $933.00 million. This fund is not a popular choice with retail investors.
- AMFCX 3-year return is 6.33%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.47%.
- AMFCX 5-year return is 9.97%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 15.37%.
- AMFCX 10-year return is 9.69%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.87%.
- AMFCX 15-year return is 7.2%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 9.68%.
- AMFCX expense ratio is 1.36%, 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.