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 -0.53%. The 1-year return is 1.68% and the 5-year return is 0.46%. AFFMX dividend yield stands at 4.52%, paid monthly.

AFFMX top holdings include Capital Group Central Cash Fund (6.5%), Fannie Mae Or Freddie Mac Fncl 2.5 7/24 (3.3%), Federal Home Loan Banks 2026-08-06 (1.9%), Fhlb 20261231 (1.9%), Federal Home Loan Bank Discount Notes 0.947231% 2022-07-29 (1.7%). 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.