American Funds Washington Mutual Investors Fund Class F-2
WMFFX
NASDAQ
Weiss Ratings | WMFFX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | WMFFX-NASDAQ | Click to Compare |
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Provider | American Funds | |||
Manager/Tenure (Years) | Alan N. Berro (26), Jeffrey T. Lager (19), Alan J. Wilson (10), 6 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | WMFFX-NASDAQ | Click to Compare |
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Fund Name | American Funds Washington Mutual Investors Fund Class F-2 | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth and Income | |||
Inception Date | Aug 05, 2008 | |||
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 | WMFFX-NASDAQ | Click to Compare |
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Dividend Yield | 1.65% | |||
Dividend | WMFFX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.22% | |||
Asset Allocation | WMFFX-NASDAQ | Click to Compare |
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Cash | 3.40% | |||
Stock | 96.57% | |||
U.S. Stock | 90.11% | |||
Non-U.S. Stock | 6.46% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.03% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | WMFFX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.79% | |||
30-Day Total Return | 1.27% | |||
60-Day Total Return | 5.64% | |||
90-Day Total Return | 9.30% | |||
Year to Date Total Return | 8.06% | |||
1-Year Total Return | 25.31% | |||
2-Year Total Return | 18.08% | |||
3-Year Total Return | 36.72% | |||
5-Year Total Return | 81.56% | |||
Price | WMFFX-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 | WMFFX-NASDAQ | Click to Compare |
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Nav | $61.49 | |||
1-Month Low NAV | $60.37 | |||
1-Month High NAV | $62.12 | |||
52-Week Low NAV | $51.22 | |||
52-Week Low NAV (Date) | Oct 27, 2023 | |||
52-Week High NAV | $62.12 | |||
52-Week High Price (Date) | Mar 28, 2024 | |||
Beta / Standard Deviation | WMFFX-NASDAQ | Click to Compare |
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Beta | 0.81 | |||
Standard Deviation | 14.99 | |||
Balance Sheet | WMFFX-NASDAQ | Click to Compare |
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Total Assets | 181.50B | |||
Operating Ratios | WMFFX-NASDAQ | Click to Compare |
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Expense Ratio | 0.38% | |||
Turnover Ratio | 30.00% | |||
Performance | WMFFX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 37.42% | |||
Last Bear Market Total Return | -11.20% | |||