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Fund |
| Fund name: American Mutual
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| Symbol: AMRMX
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Portfolio contains these types of investments:
Sprint (FON Group) - US West - Bank of America Bank One - IBM - AT & T - Household Intl - Royal Dutch Petro NY ADR - SBC Comms - Duke Energy
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| Minimum Investment: $250
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| 1-Year Profit Projection: NA
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Brief fund description:
American Mutual Fund seeks a balance of three objectives: current income, capital growth, and conservation of principal. The fund invests chiefly in equity securities, including common stocks and preferred stocks. It invests primarily in securities issued by companies domiciled in the United States and/or listed on the S&P 500. The fund may also invest in high-quality convertible and debt obligations. Its purchases are limited to a list of securities preapproved by the board of directors.
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Expenses
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| Annual expense ratio: 0.57
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: 5.75
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Performance
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| Performance 3 Months: -2.0
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| Performance Year to Date: -3.9
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| Performance 12 Months: -12.
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| Performance 3 Years: 6.88
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| Performance 5 Years: 13.1
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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