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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
59.66
+0.16 (0.27%)
May 2, 2025, 8:07 AM EDT
2.49%
Fund Assets 133.99B
Expense Ratio 1.37%
Min. Investment $250
Turnover n/a
Dividend (ttm) 5.71
Dividend Yield 9.57%
Dividend Growth 84.98%
Payout Frequency Quarterly
Ex-Dividend Date Mar 12, 2025
Previous Close 59.50
YTD Return -0.79%
1-Year Return 12.64%
5-Year Return 98.02%
52-Week Low 54.27
52-Week High 64.79
Beta (5Y) 0.80
Holdings 186
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.

Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMBX
Share Class Class R-2
Index S&P 500 TR

Performance

RWMBX had a total return of 12.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.66%.

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%

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

29.68% of assets
Name Symbol Weight
Broadcom Inc. AVGO 5.29%
Microsoft Corporation MSFT 5.10%
Philip Morris International Inc. PM 3.68%
UnitedHealth Group Incorporated UNH 2.70%
Capital Group Central Cash Fund n/a 2.65%
Marsh & McLennan Companies, Inc. MMC 2.55%
Apple Inc. AAPL 2.47%
Eli Lilly and Company LLY 2.22%
JPMorgan Chase & Co. JPM 1.56%
Visa Inc. V 1.48%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Mar 12, 2025 $0.0832 Mar 13, 2025
Dec 19, 2024 $2.6771 Dec 20, 2024
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
Full Dividend History