American Funds Washington Mutual Investors Fund Class R-2
RWMBX
NASDAQ
Weiss Ratings | RWMBX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B | |||
Company Info | RWMBX-NASDAQ | Click to Compare |
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Provider | American Funds | |||
Manager/Tenure (Years) | Alan N. Berro (27), Alan J. Wilson (11), Jin Lee (10), 6 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | RWMBX-NASDAQ | Click to Compare |
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Fund Name | American Funds Washington Mutual Investors Fund Class R-2 | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth and Income | |||
Inception Date | May 31, 2002 | |||
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 | RWMBX-NASDAQ | Click to Compare |
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Dividend Yield | 0.58% | |||
Dividend | RWMBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.08% | |||
Asset Allocation | RWMBX-NASDAQ | Click to Compare |
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Cash | 2.68% | |||
Stock | 96.86% | |||
U.S. Stock | 89.57% | |||
Non-U.S. Stock | 7.29% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.45% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | RWMBX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.93% | |||
30-Day Total Return | -5.38% | |||
60-Day Total Return | -9.40% | |||
90-Day Total Return | -6.07% | |||
Year to Date Total Return | -4.66% | |||
1-Year Total Return | 8.15% | |||
2-Year Total Return | 27.52% | |||
3-Year Total Return | 22.89% | |||
5-Year Total Return | 86.66% | |||
Price | RWMBX-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 | RWMBX-NASDAQ | Click to Compare |
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Nav | $57.33 | |||
1-Month Low NAV | $54.27 | |||
1-Month High NAV | $61.19 | |||
52-Week Low NAV | $54.27 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $64.79 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | RWMBX-NASDAQ | Click to Compare |
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Beta | 0.80 | |||
Standard Deviation | 14.36 | |||
Balance Sheet | RWMBX-NASDAQ | Click to Compare |
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Total Assets | 186.62B | |||
Operating Ratios | RWMBX-NASDAQ | Click to Compare |
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Expense Ratio | 1.35% | |||
Turnover Ratio | 31.00% | |||
Performance | RWMBX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.81% | |||
Last Bear Market Total Return | -11.42% | |||