American Funds Washington Mutual Investors Fund Class F-3
FWMIX
NASDAQ
| Weiss Ratings | FWMIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | FWMIX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Alan N. Berro (28), Jin Lee (11), Diana Wagner (11), 5 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | FWMIX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Washington Mutual Investors Fund Class F-3 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jan 27, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FWMIX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.51% | |||
| Dividend | FWMIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | FWMIX-NASDAQ | Click to Compare |
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| Cash | 3.25% | |||
| Stock | 96.25% | |||
| U.S. Stock | 89.58% | |||
| Non-U.S. Stock | 6.67% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.50% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FWMIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.03% | |||
| 30-Day Total Return | 0.19% | |||
| 60-Day Total Return | 3.60% | |||
| 90-Day Total Return | 7.36% | |||
| Year to Date Total Return | 11.90% | |||
| 1-Year Total Return | 14.64% | |||
| 2-Year Total Return | 45.63% | |||
| 3-Year Total Return | 58.79% | |||
| 5-Year Total Return | 104.22% | |||
| Price | FWMIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FWMIX-NASDAQ | Click to Compare |
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| Nav | $65.45 | |||
| 1-Month Low NAV | $63.76 | |||
| 1-Month High NAV | $65.93 | |||
| 52-Week Low NAV | $55.45 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $66.29 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | FWMIX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 13.06 | |||
| Balance Sheet | FWMIX-NASDAQ | Click to Compare |
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| Total Assets | 201.05B | |||
| Operating Ratios | FWMIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.26% | |||
| Turnover Ratio | 29.00% | |||
| Performance | FWMIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.57% | |||
| Last Bear Market Total Return | -11.18% | |||