Washington Mutual Investors Fund Cl F-2 Shs (WMFFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.55
+0.61 (0.98%)
Dec 24, 2024, 4:00 PM EST
10.14%
Fund Assets 195.90B
Expense Ratio 0.38%
Min. Investment $250
Turnover 31.00%
Dividend (ttm) 3.62
Dividend Yield 5.84%
Dividend Growth 74.52%
Payout Frequency Quarterly
Ex-Dividend Date Dec 19, 2024
Previous Close 61.94
YTD Return 21.31%
1-Year Return 22.01%
5-Year Return 80.89%
52-Week Low 56.47
52-Week High 66.23
Beta (5Y) n/a
Holdings 185
Inception Date Aug 5, 2008

About WMFFX

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.

Fund Family American Funds
Category Large-Cap Core
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol WMFFX
Index S&P 500 TR

Performance

WMFFX had a total return of 22.01% in the past year. Since the fund's inception, the average annual return has been 10.55%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
FEQDX Fidelity Fidelity Advisor Hedged Equity Fund - Class C 1.55%
FEQNX Fidelity Fidelity Advisor Hedged Equity Fund - Class M 1.05%
FEQJX Fidelity Fidelity Advisor Hedged Equity Fund - Class I 0.56%

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

30.64% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.27%
Microsoft Corporation MSFT 5.55%
Capital Group Central Cash Fund n/a 3.17%
UnitedHealth Group Incorporated UNH 3.00%
Eli Lilly and Company LLY 2.77%
Marsh & McLennan Companies, Inc. MMC 2.29%
Apple Inc. AAPL 2.25%
Philip Morris International Inc. PM 2.20%
AbbVie Inc. ABBV 1.59%
JPMorgan Chase & Co. JPM 1.54%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $2.837 Dec 20, 2024
Sep 18, 2024 $0.2338 Sep 19, 2024
Jun 12, 2024 $3.0086 Jun 13, 2024
Mar 13, 2024 $0.2345 Mar 14, 2024
Dec 15, 2023 $1.5781 Dec 18, 2023
Sep 13, 2023 $0.2334 Sep 14, 2023
Full Dividend History