American Funds Mortgage F1 (MFAEX) Research

This fund typically allocates at least 80% of its total assets to investments connected to mortgages. These include debt instruments collateralized by mortgage loans and contracts for their future delivery, such as "to be announced" (TBA) contracts and mortgage dollar rolls. The portfolio's main emphasis is on mortgage-related securities either sponsored or guaranteed by the U.S. government. This encompasses securities issued by government-sponsored enterprises (GSEs), even those not explicitly backed by the full faith and credit of the U.S. government, as well as mortgage securities from private issuers.

Market snapshot

Symbol
MFAEX
Price
$8.77
Day change
+0.11%
Market cap
$13.1B
52-week range
8.68-9.04
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Victory Sycamore Established Value Fund Class R (GETGX)
  • Harding Loevner International Equity Portfolio (HLMIX)
  • JP Morgan Mid Cap Value Fund-A Share Class (JAMCX)
  • Invesco Main Street Fund Class Y (MIGYX)
  • Invesco Main Street Fund Class R6 (OMSIX)
  • T. Rowe Price Real Assets Fund, Inc. (PRAFX)
  • Schwab Capital Trust - Schwab International Index Fund (SWISX)
  • Victory Sycamore Established Value Fund Class I (VEVIX)

Open American Funds Mortgage F1 (MFAEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.