American Funds Washington Mutual Investors Fund Class 529-F-2
FWMMX
NASDAQ
| Weiss Ratings | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Alan Berro (29), Jin Lee (12), Diana Wagner (12), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Washington Mutual Investors Fund Class 529-F-2 | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 30, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.43% | |||
| Dividend | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.92% | |||
| Asset Allocation | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.79% | |||
| Stock | 96.22% | |||
| U.S. Stock | 90.29% | |||
| Non-U.S. Stock | 5.93% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.98% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.71% | |||
| 30-Day Total Return | 2.33% | |||
| 60-Day Total Return | -1.26% | |||
| 90-Day Total Return | 1.27% | |||
| Year to Date Total Return | 9.36% | |||
| 1-Year Total Return | 12.14% | |||
| 2-Year Total Return | 26.91% | |||
| 3-Year Total Return | 66.31% | |||
| 5-Year Total Return | 76.75% | |||
| Price | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $67.87 | |||
| 1-Month Low NAV | $65.78 | |||
| 1-Month High NAV | $67.97 | |||
| 52-Week Low NAV | $61.55 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $69.83 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.76 | |||
| Standard Deviation | 10.42 | |||
| Balance Sheet | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 210.19B | |||
| Operating Ratios | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.35% | |||
| Turnover Ratio | 32.00% | |||
| Performance | FWMMX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.69% | |||
| Last Bear Market Total Return | -11.20% | |||