About FFFMX
American Mutual Fund 529-F-3 is a large-cap value mutual fund primarily designed to deliver current income, growth of capital, and conservation of principal. The fund invests mainly in common stocks of established companies across the United States, with a focus on those that are well-positioned to benefit from U.S. economic growth and sustain regular dividend payments. As of May 2025, approximately 86.7% of portfolio assets are allocated to U.S. equities, with an additional 6.9% in non-U.S. equities, and no significant bond exposure. The fund maintains a diversified portfolio, featuring holdings in sectors such as information technology, industrials, financials, health care, and consumer staples, reflecting its emphasis on industry-leading, dividend-paying companies.
This mutual fund stands out for its relatively low risk profile within the large value category, as evidenced by its low volatility and focus on capital preservation. It distributes dividends quarterly and has a history of regular capital gains payments. American Mutual Fund 529-F-3 is commonly utilized within 529 college savings plans, making it a relevant choice for investors seeking stable growth and consistent income to support long-term educational expenses.
Fund Family Capital Group
Category Large Value
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FFFMX
Share Class Class 529-f-3
Index S&P 500 TR
FFFMX had a total return of 16.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.47%.
