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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
60.82
+0.18 (0.30%)
Jul 3, 2024, 8:00 PM EDT
12.78%
Fund Assets 178.93B
Expense Ratio 0.27%
Min. Investment $1,000,000
Turnover 30.00%
Dividend (ttm) 5.12
Dividend Yield 8.41%
Dividend Growth 56.71%
Payout Frequency Quarterly
Ex-Dividend Date Jun 12, 2024
Previous Close 60.64
YTD Return 12.25%
1-Year Return 22.40%
5-Year Return 82.24%
52-Week Low 51.25
52-Week High 62.67
Beta (5Y) 0.82
Holdings 202
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.

Fund Family American Funds
Category Large Blend
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FWMIX
Index S&P 500 TR

Performance

FWMIX had a total return of 22.40% in the past year. Since the fund's inception, the average annual return has been 5.33%, including dividends.

Other Share Classes

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

Symbol Share Class Expense Ratio
RWMFX Class R-5 0.32%
WMFFX Class F-2 0.38%
AWSHX Class A 0.57%
WSHFX Class F-1 0.64%

Top 10 Holdings

31.64% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.95%
Microsoft Corporation MSFT 6.05%
CAPITAL GROUP CENTRAL CASH FUND CMQXX 3.63%
Eli Lilly and Company LLY 2.89%
UnitedHealth Group Incorporated UNH 2.88%
Marsh & McLennan Companies, Inc. MMC 2.25%
Philip Morris International Inc. PM 1.88%
Comcast Corporation CMCSA 1.85%
JPMorgan Chase & Co. JPM 1.71%
Alphabet Inc. GOOG 1.56%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Jun 14, 2023 $1.5893 Jun 15, 2023
Mar 15, 2023 $0.2448 Mar 16, 2023
Full Dividend History