American Funds Washington Mutual Investors Fund Class R-2E (RWEBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.57
+0.49 (0.79%)
At close: Jan 17, 2025
10.65%
Fund Assets 110.28B
Expense Ratio 1.07%
Min. Investment $250
Turnover n/a
Dividend (ttm) 5.89
Dividend Yield 9.41%
Dividend Growth 81.28%
Payout Frequency Quarterly
Ex-Dividend Date Dec 19, 2024
Previous Close 62.08
YTD Return 2.31%
1-Year Return 21.79%
5-Year Return 73.10%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 190
Inception Date Aug 29, 2014

About RWEBX

The American Funds Washington Mutual Investors Fund Class R-2E (RWEBX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. RWEBX invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWEBX
Index S&P 500 TR

Performance

RWEBX had a total return of 21.79% in the past year. Since the fund's inception, the average annual return has been 10.65%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FALCX Fidelity Strategic Advisers Large Cap Fund 0.24%
FEQJX Fidelity Fidelity Advisor Hedged Equity Fund - Class I 0.56%
FEQDX Fidelity Fidelity Advisor Hedged Equity Fund - Class C 1.55%

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%
FWMIX Class F-3 0.27%
RWMFX Class R-5 0.32%
FWWMX Class 529-f-3 0.33%

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 $2.7222 Dec 20, 2024
Sep 18, 2024 $0.1256 Sep 19, 2024
Jun 12, 2024 $2.9047 Jun 13, 2024
Mar 13, 2024 $0.1326 Mar 14, 2024
Dec 15, 2023 $1.4836 Dec 18, 2023
Sep 13, 2023 $0.1363 Sep 14, 2023
Full Dividend History