American Funds Washington Mutual Investors Fund Class R-2 (RWMBX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
60.18
+0.65 (1.09%)
Dec 20, 2024, 8:01 PM EST
7.46% (1Y)
| Fund Assets | 195.90B |
| Expense Ratio | 1.35% |
| Min. Investment | $250 |
| Turnover | 31.00% |
| Dividend (ttm) | 3.04 |
| Dividend Yield | 5.10% |
| Dividend Growth | 66.13% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Sep 18, 2024 |
| Previous Close | 59.53 |
| YTD Return | 12.93% |
| 1-Year Return | 13.08% |
| 5-Year Return | 63.53% |
| 52-Week Low | 55.42 |
| 52-Week High | 64.79 |
| Beta (5Y) | 0.81 |
| Holdings | 185 |
| Inception Date | May 31, 2002 |
About RWMBX
The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
Fund Family American Funds
Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMBX
Index S&P 500 TR
Performance
RWMBX had a total return of 13.08% in the past year. Since the fund's inception, the average annual return has been 7.80%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FEQZX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class Z | 0.50% |
Top 10 Holdings
30.64% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.27% |
| Microsoft Corporation | MSFT | 5.55% |
| Capital Group Central Cash Fund | n/a | 3.17% |
| UnitedHealth Group Incorporated | UNH | 3.00% |
| Eli Lilly and Company | LLY | 2.77% |
| Marsh & McLennan Companies, Inc. | MMC | 2.29% |
| Apple Inc. | AAPL | 2.25% |
| Philip Morris International Inc. | PM | 2.20% |
| AbbVie Inc. | ABBV | 1.59% |
| JPMorgan Chase & Co. | JPM | 1.54% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 18, 2024 | $0.0836 | Sep 19, 2024 |
| Jun 12, 2024 | $2.8628 | Jun 13, 2024 |
| Mar 13, 2024 | $0.0924 | Mar 14, 2024 |
| Dec 15, 2023 | $1.4443 | Dec 18, 2023 |
| Sep 13, 2023 | $0.0996 | Sep 14, 2023 |
| Jun 14, 2023 | $1.4487 | Jun 15, 2023 |