About RMFEX
American Funds American Mutual Fund Class R-4 is a large value mutual fund focused primarily on investing in established U.S. companies with strong balance sheets and sustainable dividend records. Managed by Capital Research and Management Company, one of the industry's oldest investment firms, the fund pursues a balanced strategy that emphasizes current income, long-term capital appreciation, and conservation of principal. Its portfolio is broadly diversified across major sectors, including information technology, healthcare, industrials, and financials, with a notable tilt toward high-quality blue-chip stocks such as Microsoft, Apple, and JPMorgan Chase.
The fund typically holds over 170 companies, with assets exceeding $100 billion, and features a low expense ratio relative to its peers. Regular quarterly dividends and a disciplined approach to risk management help position the fund as a core holding for retirement plans and income-oriented investors seeking stability and modest growth. The focus on large-cap, value-oriented equities is designed to provide resilience during market downturns while capturing income and growth potential over time.
Fund Family Capital Group
Category Large Value
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RMFEX
Share Class Class R-4
Index S&P 500 TR
RMFEX had a total return of 16.47% in the past year, including dividends.
Since the fund's inception, the average annual return has been 9.53%.
