American Funds Washington Mutual R-5E (RWMHX)

Fund Assets	218.50B
Expense Ratio	0.41%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	0.98
Dividend Yield	1.48%
Dividend Growth	2.37%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 16, 2026

Previous Close	66.29
YTD Return	7.05%
1-Year Return	9.72%
5-Year Return	78.68%
52-Week Low	61.40
52-Week High	69.65
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.

• Fund Family: Capital Group
• Category: Large Value
• Performance Rating: High
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: RWMHX
• Share Class: Class R-5e
• Index: S&P 500 TR

Performance

RWMHX had a total return of 9.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.86%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FMGKX	Fidelity	Fidelity Magellan K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.55%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity M	1.05%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity I	0.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FWMIX	Class F-3	0.26%
RWMGX	R-6	0.26%
FWWMX	Class 529-f-3	0.31%
RWMFX	Class R-5	0.31%

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
Sep 16, 2026	$0.2308	Sep 17, 2026
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 1, 2026

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