American Funds American Mutual R4
RMFEX
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- American Funds American Mutual Fund R-4 (RMFEX) is an open-end mutual fund managed by Capital Research and Management Company that strives for the balanced accomplishment of three objectives: current income, growth of capital, and conservation of principal. The fund primarily invests in common stocks of well-established, dividend-paying companies with strong balance sheets that are expected to participate in the growth of the American economy; its portfolio emphasizes large-cap value equities, with approximately 90% in U.S. equities, 6%-7% in non-U.S. equities, and the balance in cash and equivalents, featuring top holdings such as Microsoft, Broadcom, RTX Corp, and GE Aerospace across sectors including information technology, financials, industrials, and health care. It offers Class R-4 shares designed for retirement plans and similar institutional investors, with a net expense ratio of 0.62%, quarterly income dividends, and annual capital gains distributions. Operated within the large value category, the fund targets conservative growth-oriented investors seeking income and downside protection as a core holding in retirement portfolios; it maintains over 160 holdings with a portfolio turnover of 31% as of fiscal year 2024 and demonstrates lower volatility than the S&P 500 Index, evidenced by a beta of 0.69-0.75 and downside capture ratio of 78%-84%. Capital Group, headquartered in Los Angeles, California, launched the fund on February 21, 1950, and manages it through a team of equity portfolio managers including lead manager Brantley W. Thompson (since 2023), Grant Cambridge, Charles Ellwein, and others; the firm oversees total assets under management exceeding $108 billion for this share class as of mid-2025. In recent developments, Capital Group advanced its strategic partnership with KKR in December 2025 to integrate private credit and equity offerings into its American Funds lineup, including target date funds and retirement portfolios, broadening access to private markets for investors while complementing core equity strategies like American Mutual. Earlier, in 2023, the firm launched 12 active-passive model portfolios pairing American Funds mutual funds, including this fund, with ETFs from Schwab, Vanguard, and BlackRock to enhance diversification. These initiatives reflect Capital Group's expansion into hybrid strategies and alternative assets amid evolving retirement savings demands.