American Funds Washington Mutual Investors Fund Class R-5 (RWMFX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
63.94
+0.24 (0.38%)
Feb 5, 2025, 8:06 AM EST
9.34% (1Y)
Fund Assets | 143.61B |
Expense Ratio | 0.32% |
Min. Investment | $250 |
Turnover | n/a |
Dividend (ttm) | 6.35 |
Dividend Yield | 9.97% |
Dividend Growth | 74.06% |
Payout Frequency | Quarterly |
Ex-Dividend Date | Dec 19, 2024 |
Previous Close | 63.70 |
YTD Return | 3.92% |
1-Year Return | 21.18% |
5-Year Return | 87.82% |
52-Week Low | 58.50 |
52-Week High | 66.29 |
Beta (5Y) | 0.80 |
Holdings | 190 |
Inception Date | May 15, 2002 |
About RWMFX
The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMFX
Share Class Class R-5
Index S&P 500 TR
Performance
RWMFX had a total return of 21.18% in the past year. Since the fund's inception, the average annual return has been 10.13%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
30.94% of assetsName | Symbol | Weight |
---|---|---|
Broadcom Inc. | AVGO | 8.42% |
Microsoft Corporation | MSFT | 5.52% |
UnitedHealth Group Incorporated | UNH | 2.52% |
Apple Inc. | AAPL | 2.46% |
Eli Lilly and Company | LLY | 2.33% |
Capital Group Central Cash Fund | n/a | 2.29% |
Philip Morris International Inc. | PM | 2.24% |
Marsh & McLennan Companies, Inc. | MMC | 2.23% |
JPMorgan Chase & Co. | JPM | 1.60% |
Comcast Corporation | CMCSA | 1.33% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 19, 2024 | $2.846 | Dec 20, 2024 |
Sep 18, 2024 | $0.2433 | Sep 19, 2024 |
Jun 12, 2024 | $3.0169 | Jun 13, 2024 |
Mar 13, 2024 | $0.2427 | Mar 14, 2024 |
Dec 15, 2023 | $1.5856 | Dec 18, 2023 |
Sep 13, 2023 | $0.2411 | Sep 14, 2023 |