American Funds Washington Mutual Investors Fund Class 529-F-3
FWWMX
NASDAQ
Weiss Ratings | FWWMX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C+ | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | FWWMX-NASDAQ | Click to Compare |
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Provider | Capital Group | |||
Manager/Tenure (Years) | Alan N. Berro (28), Jin Lee (11), Diana Wagner (11), 5 others | |||
Website | http://capitalgroup.com | |||
Fund Information | FWWMX-NASDAQ | Click to Compare |
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Fund Name | American Funds Washington Mutual Investors Fund Class 529-F-3 | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
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 | FWWMX-NASDAQ | Click to Compare |
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Dividend Yield | 1.43% | |||
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Dividend Yield (Forward) | 2.00% | |||
Asset Allocation | FWWMX-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 | FWWMX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.14% | |||
30-Day Total Return | 2.30% | |||
60-Day Total Return | 3.76% | |||
90-Day Total Return | 8.36% | |||
Year to Date Total Return | 14.41% | |||
1-Year Total Return | 16.59% | |||
2-Year Total Return | 47.47% | |||
3-Year Total Return | 67.76% | |||
5-Year Total Return | 109.29% | |||
Price | FWWMX-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 | FWWMX-NASDAQ | Click to Compare |
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Nav | $66.97 | |||
1-Month Low NAV | $65.17 | |||
1-Month High NAV | $67.28 | |||
52-Week Low NAV | $55.48 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $67.28 | |||
52-Week High Price (Date) | Sep 11, 2025 | |||
Beta / Standard Deviation | FWWMX-NASDAQ | Click to Compare |
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Beta | 0.83 | |||
Standard Deviation | 12.82 | |||
Balance Sheet | FWWMX-NASDAQ | Click to Compare |
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Total Assets | 204.18B | |||
Operating Ratios | FWWMX-NASDAQ | Click to Compare |
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Expense Ratio | 0.31% | |||
Turnover Ratio | 29.00% | |||
Performance | FWWMX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 16.53% | |||
Last Bear Market Total Return | -11.19% | |||