American Funds Washington Mutual Investors Fund Class R-5E (RWMHX)
| Fund Assets | 193.05B |
| Expense Ratio | 0.42% |
| Min. Investment | $250 |
| Turnover | 31.00% |
| Dividend (ttm) | 6.23 |
| Dividend Yield | 9.77% |
| Dividend Growth | 23.82% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 11, 2025 |
| Previous Close | 63.33 |
| YTD Return | 9.07% |
| 1-Year Return | 16.72% |
| 5-Year Return | 112.47% |
| 52-Week Low | 55.36 |
| 52-Week High | 66.16 |
| Beta (5Y) | n/a |
| Holdings | 189 |
| Inception Date | Nov 20, 2015 |
About RWMHX
The Washington Mutual Investors Fund Class R-5E is an actively managed U.S. Equity Large Blend mutual fund. Its primary objective is to produce income and provide an opportunity for growth of principal by investing in high-quality common stocks of established companies. The fund focuses on companies with strong earnings and dividend histories, primarily listed on major stock exchanges. It covers a broad range of sectors, including technology, healthcare, and financial services, thus offering a diversified portfolio. The fund is managed by experienced professionals with a long-term investment approach, aiming to balance income generation with long-term capital growth. Its role in the financial market is significant as it provides investors with a well-diversified portfolio of blue-chip stocks, making it suitable for those seeking stable income and growth opportunities.
Performance
RWMHX had a total return of 16.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.97%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FALCX | Fidelity | Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund | 0.24% |
| FLCEX | Fidelity | Fidelity Large Cap Core Enhanced Index Fund | 0.39% |
| 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% |
Top 10 Holdings
31.25% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.13% |
| Microsoft Corporation | MSFT | 5.44% |
| Philip Morris International Inc. | PM | 4.02% |
| CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 3.23% |
| Eli Lilly and Company | LLY | 2.44% |
| Marsh & McLennan Companies, Inc. | MMC | 2.40% |
| Apple Inc. | AAPL | 2.39% |
| UnitedHealth Group Incorporated | UNH | 2.15% |
| JPMorgan Chase & Co. | JPM | 1.52% |
| Visa Inc. | V | 1.52% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 11, 2025 | $2.940 | Jun 12, 2025 |
| Mar 12, 2025 | $0.2281 | Mar 13, 2025 |
| Dec 19, 2024 | $2.8301 | Dec 20, 2024 |
| Sep 18, 2024 | $0.2281 | Sep 19, 2024 |
| Jun 12, 2024 | $3.0005 | Jun 13, 2024 |
| Mar 13, 2024 | $0.2285 | Mar 14, 2024 |