American Funds Washington Mutual Investors Fund Class R-1 (RWMAX)
| Fund Assets | 193.05B |
| Expense Ratio | 1.36% |
| Min. Investment | $250 |
| Turnover | 31.00% |
| Dividend (ttm) | 5.64 |
| Dividend Yield | 8.98% |
| Dividend Growth | 25.64% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 11, 2025 |
| Previous Close | 62.21 |
| YTD Return | 7.90% |
| 1-Year Return | 14.80% |
| 5-Year Return | 101.28% |
| 52-Week Low | 54.64 |
| 52-Week High | 65.21 |
| Beta (5Y) | n/a |
| Holdings | 189 |
| Inception Date | May 29, 2002 |
About RWMAX
Washington Mutual Investors Fund Class R-1 is a mutual fund that focuses on investing in well-established, high-quality companies, primarily through U.S. common stocks. Its primary objective is to generate income while seeking long-term capital growth, adhering to a disciplined approach that emphasizes sound common stock investing. The fund is actively managed and maintains a diversified portfolio, investing a significant majority of its assets—over 90%—in U.S. equities, with additional exposure to select international firms. The fund is geared toward investors who value a combination of income and capital appreciation, particularly those seeking exposure to blue chip companies. Its holdings span a broad array of sectors, with notable allocations in information technology, financials, health care, and industrials. The portfolio is constructed with a focus on companies that not only meet the listing requirements of established exchanges but also demonstrate strong records of earnings and dividends. Managed by Capital Research and Management Company, one of the oldest investment management firms in the U.S., Washington Mutual Investors Fund Class R-1 has built a reputation for prudent management and risk moderation, reflected in its low risk rating and consistently competitive returns over time.
Performance
RWMAX had a total return of 14.80% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.99%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FALCX | Fidelity | Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund | 0.24% |
| FLCEX | Fidelity | Fidelity Large Cap Core Enhanced Index Fund | 0.39% |
| FMGKX | Fidelity | Fidelity Magellan Fund - Class K | 0.40% |
| FMAGX | Fidelity | Fidelity Magellan Fund | 0.47% |
| FEQDX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class C | 1.55% |
Top 10 Holdings
31.25% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.13% |
| Microsoft Corporation | MSFT | 5.44% |
| Philip Morris International Inc. | PM | 4.02% |
| CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 3.23% |
| Eli Lilly and Company | LLY | 2.44% |
| Marsh & McLennan Companies, Inc. | MMC | 2.40% |
| Apple Inc. | AAPL | 2.39% |
| UnitedHealth Group Incorporated | UNH | 2.15% |
| JPMorgan Chase & Co. | JPM | 1.52% |
| Visa Inc. | V | 1.52% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 11, 2025 | $2.7991 | Jun 12, 2025 |
| Mar 12, 2025 | $0.0839 | Mar 13, 2025 |
| 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 |