American Funds Washington Mutual Investors Fund Class R-5E (RWMHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

62.86

+0.50 (0.80%)

Jan 17, 2025, 4:00 PM EST

10.71% (1Y)

Fund Assets	110.28B
Expense Ratio	0.42%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	6.29
Dividend Yield	10.00%
Dividend Growth	74.84%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 19, 2024

Previous Close	62.36
YTD Return	-0.39%
1-Year Return	19.32%
5-Year Return	74.10%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	190
Inception Date	Nov 20, 2015

About RWMHX

The American Funds Washington Mutual Investors Fund Class R-5E (RWMHX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. RWMHX invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

Category Large Blend

Performance Rating Above Average

Risk Rating Low

Stock Exchange NASDAQ

Ticker Symbol RWMHX

Index S&P 500 TR

Performance

RWMHX had a total return of 19.32% in the past year. Since the fund's inception, the average annual return has been 12.53%, 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%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class I	0.56%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class C	1.55%

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%
RWMFX	Class R-5	0.32%
FWWMX	Class 529-f-3	0.33%

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	$2.8301	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
Dec 15, 2023	$1.5721	Dec 18, 2023
Sep 13, 2023	$0.2275	Sep 14, 2023

Full Dividend History