American Funds Washington Mutual Investors Fund Class R-4 (RWMEX)
| Fund Assets | 212.89B |
| Expense Ratio | 0.62% |
| Min. Investment | $250 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.54 |
| Dividend Yield | 10.41% |
| Dividend Growth | 6.08% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 18, 2026 |
| Previous Close | 62.83 |
| YTD Return | -2.47% |
| 1-Year Return | 13.00% |
| 5-Year Return | 74.59% |
| 52-Week Low | 55.05 |
| 52-Week High | 68.65 |
| Beta (5Y) | n/a |
| Holdings | 191 |
| Inception Date | May 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.
Performance
RWMEX had a total return of 13.00% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.75%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| 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% |
| FEQNX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class M | 1.05% |
| FEQJX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class I | 0.55% |
Top 10 Holdings
29.91% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.87% |
| Microsoft Corporation | MSFT | 5.71% |
| Philip Morris International Inc. | PM | 3.38% |
| Apple Inc. | AAPL | 2.58% |
| Capital Group Central Cash Fund | n/a | 2.37% |
| Eli Lilly and Company | LLY | 2.19% |
| Marsh & McLennan Companies, Inc. | MRSH | 1.75% |
| NVIDIA Corporation | NVDA | 1.71% |
| UnitedHealth Group Incorporated | UNH | 1.71% |
| Amgen Inc. | AMGN | 1.64% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 18, 2026 | $0.1972 | Mar 19, 2026 |
| Dec 18, 2025 | $3.2343 | Dec 19, 2025 |
| Sep 17, 2025 | $0.1957 | Sep 18, 2025 |
| Jun 11, 2025 | $2.9106 | Jun 12, 2025 |
| Mar 12, 2025 | $0.197 | Mar 13, 2025 |
| Dec 19, 2024 | $2.7972 | Dec 20, 2024 |