American Funds Washington Mutual R4 (RWMEX)
| Fund Assets | 218.08B |
| Expense Ratio | 0.61% |
| Min. Investment | $250 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.42 |
| Dividend Yield | 9.61% |
| Dividend Growth | 5.16% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 16, 2026 |
| Previous Close | 66.79 |
| YTD Return | 7.98% |
| 1-Year Return | 14.77% |
| 5-Year Return | 78.93% |
| 52-Week Low | 61.02 |
| 52-Week High | 68.65 |
| Beta (5Y) | 0.91 |
| Holdings | 200 |
| 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 14.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.10%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
29.95% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 7.49% |
| Microsoft Corporation | MSFT | 4.64% |
| Philip Morris International Inc. | PM | 3.45% |
| CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 3.36% |
| Apple Inc. | AAPL | 2.42% |
| Alphabet Inc. | GOOGL | 2.02% |
| Welltower Inc. | WELL | 1.71% |
| NVIDIA Corporation | NVDA | 1.64% |
| Eli Lilly and Company | LLY | 1.63% |
| Bank of America Corporation | BAC | 1.60% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 16, 2026 | $2.7892 | Jun 17, 2026 |
| 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 |