American Funds Washington Mutual Investors Fund Class R-4 (RWMEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
63.41
-1.86 (-2.85%)
Dec 18, 2024, 4:00 PM EST
11.83%
Fund Assets 195.90B
Expense Ratio 0.62%
Min. Investment $250
Turnover 31.00%
Dividend (ttm) 3.37
Dividend Yield 5.16%
Dividend Growth 59.30%
Payout Frequency Quarterly
Ex-Dividend Date Sep 18, 2024
Previous Close 65.27
YTD Return 18.06%
1-Year Return 18.22%
5-Year Return 76.11%
52-Week Low 55.87
52-Week High 65.59
Beta (5Y) n/a
Holdings 185
Inception Date May 20, 2002

About RWMEX

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 RWMEX
Index S&P 500 TR

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FEQJX Fidelity Fidelity Advisor Hedged Equity Fund - Class I 0.56%
FEQNX Fidelity Fidelity Advisor Hedged Equity Fund - Class M 1.05%
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

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%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Sep 18, 2024 $0.1968 Sep 19, 2024
Jun 12, 2024 $2.9719 Jun 13, 2024
Mar 13, 2024 $0.1987 Mar 14, 2024
Dec 15, 2023 $1.5449 Dec 18, 2023
Sep 13, 2023 $0.1997 Sep 14, 2023
Jun 14, 2023 $1.5437 Jun 15, 2023
Full Dividend History