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American Funds Washington Mutual Investors Fund Class R-1 RWMAX
American FundsLarge Blend
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RWMAX
Prospectus
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$59.30 0.92 (1.53%)YTD Return
+8.91%
As of March 31, 2024Net Assets
$181B
As of April 12, 2024 12:00am ET
Summary
Performance
Ratings & Risk
Portfolio
Fees & Management
Mutual Fund Brief | Print All Tabs
Growth of $10,000 As of 03/31/2024
YTD | 1 Year | 3 Year | 5 Year
Comparison: RWMAX S&P 500
Gross Expense Ratio
1.36%**
Net Expense Ratio
1.36%**
Total Assets
$181B
SEC 30 Day Yield
0.69%
Distribution Yield (TTM)
0.83%
Fund Inception
05/29/2002
Historical Quotes
About this Mutual Fund
The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.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.
The chart above represents the growth of a hypothetical investment of $10,000. The total return is not adjusted to reflect sales charges or taxes, however it does show actual ongoing fund expenses and assumes the reinvestment of dividends and capital gains. If the returns were adjusted to include sales charges, the quoted performance would be lower.
Trailing Total Returns As of 03/31/2024
Total S&P 500 TR Large Blend
1-Month +3.35% +3.22% +3.30%
3-Month +8.91% +10.56% +9.95%
Year-to-date +8.91% +10.56% +9.95%
1-Year +25.54% +29.88% +27.24%
3-Year +10.64% +11.49% +9.88%
5-Year +12.14% +15.05% +13.65%
10-Year +10.49% +12.96% +11.45%
Since Inception +7.94% +11.03% --
Inception Date: May 29, 2002
Performance Details
Total return reflects performance without adjusting for sales charges or the effects of taxation, but is adjusted to reflect all actual ongoing fund expenses and assumes reinvestment of dividends and capital gains. If adjusted, sales charges would reduce the performance quoted.
The performance quoted represents past performance, is no guarantee of future results and may not provide an adequate basis for evaluating the performance of the product over varying market conditions or economic cycles. Current performance may be lower or higher than the performance data quoted. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
Top 10 Holdings As of 12/31/2023
Company YTD Return
(as of 04/12/2024) % of Assets
Broadcom Inc +20.41% 7.31%
Microsoft Corp +12.20% 6.51%
UnitedHealth Group Inc -16.58% 3.25%
Comcast Corp Class A -10.22% 2.40%
Marsh & McLennan Companies Inc +4.54% 2.38%
Eli Lilly and Co +28.94% 2.35%
The Home Depot Inc -1.06% 1.85%
Philip Morris International Inc -5.56% 1.77%
Northrop Grumman Corp -2.57% 1.60%
JPMorgan Chase & Co +7.46% 1.56%
* represents an International company or one without a recognizable symbol.
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