American Funds Washington Mutual R4 (RWMEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
66.77
+0.53 (0.80%)
Oct 20, 2025, 4:00 PM EDT
0.80%
Fund Assets207.61B
Expense Ratio0.62%
Min. Investment$250
Turnover29.00%
Dividend (ttm)6.10
Dividend Yield9.21%
Dividend Growth24.19%
Payout FrequencyQuarterly
Ex-Dividend DateSep 17, 2025
Previous Close66.24
YTD Return14.83%
1-Year Return13.31%
5-Year Return105.71%
52-Week Low55.05
52-Week High66.99
Beta (5Y)n/a
Holdings185
Inception DateMay 20, 2002

About RWMEX

American Funds Washington Mutual Investors Fund Class R-4 is a large-blend mutual fund focused on generating income while offering opportunities for principal growth through investing primarily in common stocks of established, dividend-paying companies. Established in 1952, the fund maintains a diversified portfolio across major sectors including information technology, financials, industrials, and healthcare, representing primarily U.S.-listed stocks. This fund is designed to balance growth with income by selecting companies with strong earnings records and consistent dividend payments. It employs a multi-manager approach and exhibits a risk profile characterized as low, with an expense ratio of 0.62%. Over time, this fund has served a broad investor base with objectives aligned to sound common stock investing, maintaining substantial assets under management and a history of regular dividend distributions. Its role in the market is to provide investors exposure to large-cap U.S. equities with a blend style that neither favors growth nor value exclusively, aiming for stable long-term returns consistent with the overall U.S. equity market performance.

Fund Family Capital Group
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol RWMEX
Share Class Class R-4
Index S&P 500 TR

Performance

RWMEX had a total return of 13.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.97%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FALCXFidelityFidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund0.24%
FLCEXFidelityFidelity Large Cap Core Enhanced Index Fund0.39%
FMGKXFidelityFidelity Magellan K0.40%
FMAGXFidelityFidelity Magellan0.47%
FEQDXFidelityFidelity Advisor Hedged Equity C1.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FWMIXClass F-30.27%
RWMGXR-60.27%
RWMFXClass R-50.32%
FWWMXClass 529-f-30.33%

Top 10 Holdings

30.72% of assets
NameSymbolWeight
Broadcom Inc.AVGO7.69%
Microsoft CorporationMSFT6.21%
Philip Morris International Inc.PM3.32%
Apple Inc.AAPL2.20%
Capital Group Central Cash Fundn/a2.18%
NVIDIA CorporationNVDA2.12%
Marsh & McLennan Companies, Inc.MMC1.90%
RTX CorporationRTX1.71%
JPMorgan Chase & Co.JPM1.71%
UnitedHealth Group IncorporatedUNH1.69%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Sep 17, 2025$0.1957Sep 18, 2025
Jun 11, 2025$2.9106Jun 12, 2025
Mar 12, 2025$0.197Mar 13, 2025
Dec 19, 2024$2.7972Dec 20, 2024
Sep 18, 2024$0.1968Sep 19, 2024
Jun 12, 2024$2.9719Jun 13, 2024
Full Dividend History