American Funds Washington Mutual Investors Fund Class R-3 (RWMCX)
| Fund Assets | 193.05B |
| Expense Ratio | 0.92% |
| Min. Investment | $250 |
| Turnover | 31.00% |
| Dividend (ttm) | 5.91 |
| Dividend Yield | 9.29% |
| Dividend Growth | 24.63% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 11, 2025 |
| Previous Close | 63.80 |
| YTD Return | 9.92% |
| 1-Year Return | 14.31% |
| 5-Year Return | 102.27% |
| 52-Week Low | 54.78 |
| 52-Week High | 65.44 |
| Beta (5Y) | n/a |
| Holdings | 189 |
| Inception Date | Jun 4, 2002 |
About RWMCX
Washington Mutual Investors Fund Class R-3 is a mutual fund designed to provide income opportunities and growth of principal through investments in common stocks of established companies with strong earnings and dividend records. It primarily focuses on large-cap stocks, mirroring the overall U.S. stock market's size and growth rates. The fund invests across various sectors, including technology, healthcare, financial services, and consumer staples. By employing a multi-manager approach, it aims to maintain a diversified portfolio reflective of the broader market. The fund's performance is often comparable to that of the S&P 500 Index, making it a significant player in the large-blend category of mutual funds. Its role in the financial market involves offering a stable investment option for those seeking consistent returns and income generation.
Performance
RWMCX had a total return of 14.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.54%.
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 | $2.8655 | Jun 12, 2025 |
| Mar 12, 2025 | $0.1508 | Mar 13, 2025 |
| Dec 19, 2024 | $2.7481 | Dec 20, 2024 |
| Sep 18, 2024 | $0.1499 | Sep 19, 2024 |
| Jun 12, 2024 | $2.9271 | Jun 13, 2024 |
| Mar 13, 2024 | $0.1553 | Mar 14, 2024 |