American Funds Washington Mutual Investors Fund Class R-1 (RWMAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
60.07
-0.77 (-1.27%)
Jan 10, 2025, 4:00 PM EST
7.08%
Fund Assets 110.28B
Expense Ratio 1.36%
Min. Investment $250
Turnover n/a
Dividend (ttm) 5.71
Dividend Yield 9.21%
Dividend Growth 84.63%
Payout Frequency Quarterly
Ex-Dividend Date Dec 19, 2024
Previous Close 60.84
YTD Return -0.92%
1-Year Return 17.48%
5-Year Return 65.11%
52-Week Low 55.86
52-Week High 65.21
Beta (5Y) n/a
Holdings 197
Inception Date May 29, 2002

About RWMAX

The American Funds Washington Mutual Investors Fund Class R-1 (RWMAX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. RWMAX 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 RWMAX
Index S&P 500 TR

Performance

RWMAX had a total return of 17.48% in the past year. Since the fund's inception, the average annual return has been 8.76%, 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

30.66% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.27%
Microsoft Corporation MSFT 5.33%
CAPITAL GROUP CENTRAL CASH FUND CMQXX 3.19%
UnitedHealth Group Incorporated UNH 2.91%
Eli Lilly and Company LLY 2.70%
Philip Morris International Inc. PM 2.49%
Marsh & McLennan Companies, Inc. MMC 2.28%
Apple Inc. AAPL 2.22%
AbbVie Inc. ABBV 1.67%
JPMorgan Chase & Co. JPM 1.60%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $2.6758 Dec 20, 2024
Sep 18, 2024 $0.0851 Sep 19, 2024
Jun 12, 2024 $2.8614 Jun 13, 2024
Mar 13, 2024 $0.0915 Mar 14, 2024
Dec 15, 2023 $1.4425 Dec 18, 2023
Sep 13, 2023 $0.0968 Sep 14, 2023
Full Dividend History