American Funds Mortgage FundRMBEX

MUTUAL FUNDCapital Group (American Funds)
Type
Mutual fund
Peer group
Government bond
Net assets
$13.1B
Expense ratio
1.08%
1-year return
+1.0%
3 years, a year
+3.5%
5 years, a year
-0.3%
Holdings
1,263

What it aims to do.

The funds investment objective is to provide current income and preservation of capital.

Top 10 holdings.

Holding% of fund
Capital Group Central Cash Fund3.91%
Federal Home Loan Banks3.44%
Uniform Mbs2.95%
Federal Home Loan Mortgage Corp2.85%
Federal Home Loan Banks2.66%
Federal Home Loan Banks2.66%
Federal Home Loan Banks2.29%
Federal Home Loan Banks1.90%
Federal Home Loan Banks1.90%
Federal Home Loan Banks1.31%

More on RMBEX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.