American Mutual Fund; Class C Shares (AMFCX)

46.66 2.55%
Oct 05 close; Powered by Koyfin
Pros
10-year return above the benchmark
Cons
3-year return below the benchmark
5-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Pros

  1. AMFCX 10-year return is 10.27%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 10.95%.

Cons

  1. AMFCX 3-year return is 9.08%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 11.93%.
  2. AMFCX 5-year return is 9.37%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 12.07%.
  3. AMFCX expense ratio is 1.33%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  4. Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.9985629608%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.