American Funds Washington Mutual Investors Fund Class F-3 (FWMIX)
| Fund Assets | 211.09B |
| Expense Ratio | 0.27% |
| Min. Investment | $1,000,000 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.76 |
| Dividend Yield | 10.07% |
| Dividend Growth | 5.99% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 67.17 |
| YTD Return | 3.12% |
| 1-Year Return | 16.72% |
| 5-Year Return | 95.42% |
| 52-Week Low | 50.15 |
| 52-Week High | 67.37 |
| Beta (5Y) | n/a |
| Holdings | 191 |
| Inception Date | Jan 27, 2017 |
About FWMIX
American Funds Washington Mutual Investors Fund Class F-3 is a large blend mutual fund focused primarily on investing in U.S. equities. The fund seeks to generate regular income while offering the opportunity for long-term capital growth. It invests predominantly in common stocks of established companies with strong records of earnings and dividends, emphasizing a diversified, high-quality equity portfolio. As of May 2025, around 90.9% of its assets are allocated to U.S. equities, with modest exposure to non-U.S. stocks and minimal holdings in cash or equivalents. Key sectors within the fund include information technology, financials, industrials, health care, and consumer staples, with more than 175 holdings in the portfolio. Regular dividends are paid quarterly, complemented by periodic capital gains distributions. The fund is notable for its substantial asset base—over $193 billion as of mid-2025—and its disciplined, low-turnover investment approach. It targets investors seeking a blend of stability and growth within the U.S. large-cap equity market, balancing income generation with prudent capital appreciation strategies.
Performance
FWMIX had a total return of 16.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 22.13%.
Top 10 Holdings
29.91% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.87% |
| Microsoft Corporation | MSFT | 5.71% |
| Philip Morris International Inc. | PM | 3.38% |
| Apple Inc. | AAPL | 2.58% |
| Capital Group Central Cash Fund | n/a | 2.37% |
| Eli Lilly and Company | LLY | 2.19% |
| Marsh & McLennan Companies, Inc. | MRSH | 1.75% |
| NVIDIA Corporation | NVDA | 1.71% |
| UnitedHealth Group Incorporated | UNH | 1.71% |
| Amgen Inc. | AMGN | 1.64% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 18, 2025 | $3.2937 | Dec 19, 2025 |
| Sep 17, 2025 | $0.253 | Sep 18, 2025 |
| Jun 11, 2025 | $2.9634 | Jun 12, 2025 |
| Mar 12, 2025 | $0.2521 | Mar 13, 2025 |
| Dec 19, 2024 | $2.8545 | Dec 20, 2024 |
| Sep 18, 2024 | $0.2512 | Sep 19, 2024 |