| 31.25 Net Asset Value | +0.32% 1 Day | +10.19% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | 5.75 Sales Expenses | 0.63% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +2.40% | 3 years | +11.66% | |
| 3 months | +8.60% | 5 years | +6.30% | |
| 1 year | +17.86% | Since inception | +11.67% |
| AMRMX | Category | |
|---|---|---|
| Performance 5-yr return | +6.30% | +4.49% |
| Expense ratio | 0.63% | 1.20% |
| Risk 5 year sharpe ratio | 0.48 | 0.32 |
| Net assets | $25.3B | $2.0B |
| Average market cap | $41.8B | $52.5B |
| Average P/E | 16.0 | 14.3 |
| Portfolio turnover | 22% | 22% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | American Funds |
| Fund manager & tenure | James Lovelace / 7 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 15.23% |
| Telecommunication | 10.86% |
| Energy | 10.77% |
| Consumer goods | 10.56% |
| Healthcare | 10.26% |
| VZ Verizon Communications Inc | 3.74% |
| AMGN Amgen Inc | 3.41% |
| ABT Abbott Laboratories | 3.32% |
| HD Home Depot, Inc. | 3.11% |
| MSFT Microsoft Corporation | 2.10% |
| DOW Dow Chemical Co | 1.92% |
| CVX Chevron Corp | 1.91% |
| TWC Time Warner Cable Inc | 1.82% |
| UPS United Parcel Service Inc (UPS) Class B | 1.77% |
| UTX United Technologies Corp | 1.71% |
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