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.
Fund Family Capital Group
Category Large Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol RWMAX
Share Class Class R-1
Index S&P 500 TR
RWMAX had a total return of 10.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.20%.
