American Funds Washington Mutual Investors Fund Class F-3 (FWMIX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
63.94
+0.24 (0.38%)
Feb 5, 2025, 8:05 AM EST
9.36%
Fund Assets 143.61B
Expense Ratio 0.27%
Min. Investment $1,000,000
Turnover n/a
Dividend (ttm) 6.38
Dividend Yield 10.02%
Dividend Growth 73.60%
Payout Frequency Quarterly
Ex-Dividend Date Dec 19, 2024
Previous Close 63.70
YTD Return 3.93%
1-Year Return 21.26%
5-Year Return 88.27%
52-Week Low 58.50
52-Week High 66.29
Beta (5Y) 0.80
Holdings 190
Inception Date Jan 27, 2017

About FWMIX

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Category Large Blend
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FWMIX
Share Class Class F-3
Index S&P 500 TR

Performance

FWMIX had a total return of 21.26% in the past year. Since the fund's inception, the average annual return has been 12.76%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
RWMGX R-6 0.27%
RWMFX Class R-5 0.32%
FWWMX Class 529-f-3 0.33%
FWMMX Class 529-f-2 0.36%

Top 10 Holdings

30.94% of assets
Name Symbol Weight
Broadcom Inc. AVGO 8.42%
Microsoft Corporation MSFT 5.52%
UnitedHealth Group Incorporated UNH 2.52%
Apple Inc. AAPL 2.46%
Eli Lilly and Company LLY 2.33%
Capital Group Central Cash Fund n/a 2.29%
Philip Morris International Inc. PM 2.24%
Marsh & McLennan Companies, Inc. MMC 2.23%
JPMorgan Chase & Co. JPM 1.60%
Comcast Corporation CMCSA 1.33%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $2.8545 Dec 20, 2024
Sep 18, 2024 $0.2512 Sep 19, 2024
Jun 12, 2024 $3.0244 Jun 13, 2024
Mar 13, 2024 $0.2502 Mar 14, 2024
Dec 15, 2023 $1.593 Dec 18, 2023
Sep 13, 2023 $0.2481 Sep 14, 2023
Full Dividend History