AFFMX Mutual Fund

AFFMX Mutual Fund (American Funds Mortgage Fund Class F-3) is managed by American Funds. AFFMX expense ratio is 0.26%, holding 1289 positions across sectors including Financials, Real Estate. Inception date: 2017-01-27.

AFFMX performance shows a YTD return of -1.54%. The 1-year return is 0.95% and the 5-year return is 0.46%. AFFMX dividend yield stands at 8.57%, paid monthly.

AFFMX top holdings include Capital Group Central Cash Fund (9.6%), Umbs, 30 Year, Single Family 6 2054-08-15 (6.0%), Federal Home Loan Bank 2022-09-09 (3.3%), Pimco Multisector Bond Active Exchange-Traded Fund Usetf 6.5% 13/07/2056 (2.9%), Pimco Mortgage-Backed Securities Active Exchange-Traded Fund Usetf 2.5% 13/08/2056 (2.8%). Go to all AFFMX holdings, AFFMX sectors, or AFFMX dividends.

AFFMX can be compared against other funds. Use AFFMX overlap to find shared positions, or AFFMX vs another fund for a side-by-side view. AFFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.