American Funds Washington Mutual R-4 (RWMEX)

Fund Assets	218.50B
Expense Ratio	0.61%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	0.85
Dividend Yield	1.29%
Dividend Growth	1.77%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 16, 2026

Previous Close	65.87
YTD Return	6.89%
1-Year Return	9.51%
5-Year Return	76.94%
52-Week Low	61.02
52-Week High	69.18
Beta (5Y)	0.91
Holdings	197
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.

• Fund Family: Capital Group
• Category: Large Value
• Performance Rating: High
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: RWMEX
• Share Class: Class R-4
• Index: S&P 500 TR

Performance

RWMEX had a total return of 9.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.95%.

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 K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.55%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity M	1.05%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity I	0.55%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FWMIX	Class F-3	0.26%
RWMGX	R-6	0.26%
FWWMX	Class 529-f-3	0.31%
RWMFX	Class R-5	0.31%

Top 10 Holdings

29.69% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.41%
Microsoft Corporation	MSFT	3.93%
Philip Morris International Inc.	PM	3.67%
Apple Inc.	AAPL	3.12%
Capital Group Central Cash Fund	n/a	2.82%
KLA Corporation	KLAC	2.53%
Eli Lilly and Company	LLY	2.05%
Welltower Inc.	WELL	1.75%
Alphabet Inc.	GOOGL	1.74%
UnitedHealth Group Incorporated	UNH	1.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 16, 2026	$0.196	Sep 17, 2026
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 30, 2026

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