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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
60.83
+0.31 (0.51%)
Jan 13, 2025, 4:00 PM EST
7.68%
Fund Assets 110.28B
Expense Ratio 0.62%
Min. Investment $250
Turnover n/a
Dividend (ttm) 6.16
Dividend Yield 9.86%
Dividend Growth 76.72%
Payout Frequency Quarterly
Ex-Dividend Date Dec 19, 2024
Previous Close 60.52
YTD Return -0.41%
1-Year Return 19.08%
5-Year Return 72.36%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 197
Inception Date May 20, 2002

About RWMEX

The American Funds Washington Mutual Investors Fund Class R-4 (RWMEX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. RWMEX invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMEX
Index S&P 500 TR

Performance

RWMEX had a total return of 19.08% in the past year. Since the fund's inception, the average annual return has been 9.61%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
FALCX Fidelity Strategic Advisers Large Cap Fund 0.24%
FEQDX Fidelity Fidelity Advisor Hedged Equity Fund - Class C 1.55%
FLCEX Fidelity Fidelity® Large Cap Core Enhanced Index Fund 0.39%

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

30.66% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.27%
Microsoft Corporation MSFT 5.33%
CAPITAL GROUP CENTRAL CASH FUND CMQXX 3.19%
UnitedHealth Group Incorporated UNH 2.91%
Eli Lilly and Company LLY 2.70%
Philip Morris International Inc. PM 2.49%
Marsh & McLennan Companies, Inc. MMC 2.28%
Apple Inc. AAPL 2.22%
AbbVie Inc. ABBV 1.67%
JPMorgan Chase & Co. JPM 1.60%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $2.7972 Dec 20, 2024
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
Full Dividend History