American Funds Washington Mutual Investors Fund Class R-5
RWMFX
NASDAQ
| Weiss Ratings | RWMFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | RWMFX-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 | RWMFX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Washington Mutual Investors Fund Class R-5 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 15, 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 | RWMFX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.43% | |||
| Dividend | RWMFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | RWMFX-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 | RWMFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.18% | |||
| 30-Day Total Return | 2.86% | |||
| 60-Day Total Return | 1.61% | |||
| 90-Day Total Return | 6.15% | |||
| Year to Date Total Return | 12.11% | |||
| 1-Year Total Return | 15.69% | |||
| 2-Year Total Return | 43.64% | |||
| 3-Year Total Return | 63.36% | |||
| 5-Year Total Return | 104.21% | |||
| Price | RWMFX-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 | RWMFX-NASDAQ | Click to Compare |
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| Nav | $65.60 | |||
| 1-Month Low NAV | $64.32 | |||
| 1-Month High NAV | $66.14 | |||
| 52-Week Low NAV | $55.46 | |||
| 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 | RWMFX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 12.82 | |||
| Balance Sheet | RWMFX-NASDAQ | Click to Compare |
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| Total Assets | 204.18B | |||
| Operating Ratios | RWMFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.31% | |||
| Turnover Ratio | 29.00% | |||
| Performance | RWMFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.54% | |||
| Last Bear Market Total Return | -11.18% | |||