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%
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.

Symbol Provider Name Expense Ratio
FALCX Fidelity Strategic Advisers Large Cap Fund 0.24%
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%
FWWMX Class 529-f-3 0.33%
FWMMX Class 529-f-2 0.36%

Top 10 Holdings

30.94% of assets
Name 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%
View More Holdings

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
Full Dividend History