American Funds Washington Mutual Investors Fund Class R-5E (RWMHX)
| Fund Assets | 219.02B |
| Expense Ratio | 0.41% |
| Min. Investment | $250 |
| Turnover | 32.00% |
| Dividend (ttm) | 6.55 |
| Dividend Yield | 9.69% |
| Dividend Growth | 5.18% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 16, 2026 |
| Previous Close | 67.58 |
| YTD Return | 9.68% |
| 1-Year Return | 15.32% |
| 5-Year Return | 81.79% |
| 52-Week Low | 61.40 |
| 52-Week High | 69.08 |
| Beta (5Y) | 0.91 |
| Holdings | 197 |
| 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 15.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.34%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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 |
|---|---|---|
| Jun 16, 2026 | $2.8227 | Jun 17, 2026 |
| Mar 18, 2026 | $0.230 | Mar 19, 2026 |
| Dec 18, 2025 | $3.2675 | Dec 19, 2025 |
| Sep 17, 2025 | $0.2286 | Sep 18, 2025 |
| Jun 11, 2025 | $2.940 | Jun 12, 2025 |
| Mar 12, 2025 | $0.2281 | Mar 13, 2025 |