American Funds Washington Mutual Investors Fund Class R-4
RWMEX
NASDAQ
| Weiss Ratings | RWMEX-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 | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Alan Berro (28), Jin Lee (11), Diana Wagner (11), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Washington Mutual Investors Fund Class R-4 | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 20, 2002 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.25% | |||
| Dividend | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.39% | |||
| Asset Allocation | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.48% | |||
| Stock | 95.85% | |||
| U.S. Stock | 89.65% | |||
| Non-U.S. Stock | 6.20% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.68% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.36% | |||
| 30-Day Total Return | 8.40% | |||
| 60-Day Total Return | -0.33% | |||
| 90-Day Total Return | 0.54% | |||
| Year to Date Total Return | 2.71% | |||
| 1-Year Total Return | 22.10% | |||
| 2-Year Total Return | 34.66% | |||
| 3-Year Total Return | 62.64% | |||
| 5-Year Total Return | 75.43% | |||
| Price | RWMEX-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 | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $66.17 | |||
| 1-Month Low NAV | $61.02 | |||
| 1-Month High NAV | $66.63 | |||
| 52-Week Low NAV | $59.97 | |||
| 52-Week Low NAV (Date) | Apr 28, 2025 | |||
| 52-Week High NAV | $68.65 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.82 | |||
| Standard Deviation | 10.39 | |||
| Balance Sheet | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 199.40B | |||
| Operating Ratios | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.60% | |||
| Turnover Ratio | 29.00% | |||
| Performance | RWMEX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.42% | |||
| Last Bear Market Total Return | -11.25% | |||