FWWMX:NASDAQ
American Funds Washington Mutual Investors Fund Class 529-F-3 – FWWMX Fund Overview
Last Price | Today's Change | 52-Week Range | Trading Volume |
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60.28 | 0.16 (+0.27%) | 55.48 - 66.31 | 0.0 |
Market data as of 12:00AM 04/25/25. Quotes are delayed by at least 15 min.
Overview - FWWMX
The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
Growth of $10,000 (10 Years)
Total Return | 15.81% |
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Yield (Trailing 12 Mo.) | 1.52% |
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Expense Ratio | 0.31% |
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Front Load | None |
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Deferred Load | None |
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Minimum Investment | $250.00 |
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Management Tenure | 28 Years |
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Fund Inception | 10/30/2020 |
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Trailing Total Returns - FWWMX
as of 03/31/2025
Timeframe | FWWMX | S&P 500 | Large Blend |
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1 Month | -3.60% | -5.63% | -5.39% |
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3 Month | 0.37% | -4.27% | -3.76% |
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Year-to-Date | 0.37% | -4.27% | -3.76% |
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1 Year | 9.64% | 8.25% | 5.76% |
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3 Year | 9.59% | 9.06% | 7.82% |
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5 Year | 17.96% | 18.59% | 17.26% |
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10 Year | 11.49% | 12.50% | 10.99% |
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Since Inception | 15.81% | 10.98% | -- |
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Sector Allocation - FWWMX
as of 03/31/2025
Basic Materials | | 2.50% |
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Consumer Cyclical | | 7.69% |
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Financial Services | | 19.01% |
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Real Estate | | 2.51% |
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Consumer Defensive | | 9.63% |
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Healthcare | | 15.47% |
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Utilities | | 3.38% |
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Communication Services | | 5.18% |
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Energy | | 4.00% |
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Industrials | | 10.15% |
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Technology | | 20.50% |
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Asset Allocation - FWWMX
as of 03/31/2025
By Percent | Short | 0% | Long | Net |
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Stock | -- | | | 89.57 | 89.57 |
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Bond | -- | | | 0.00 | 0.00 |
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Other | -- | | | 0.00 | 0.00 |
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Foreign Stock | -- | | | 7.29 | 7.29 |
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Foreign Bond | -- | | | 0.00 | 0.00 |
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Total | -- | | | 96.86 | 96.86 |
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Cash | -- | | | 2.68 | 2.68 |
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Total Net Assets | $186.62B |
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Total Stock Holdings | 181 |
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Total Bond Holdings | 0 |
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Top Ten Holdings - FWWMX
as of 03/31/2025
Valuation & Growth - FWWMX
as of 03/31/2025
Valuation | FWWMX | Category Range |
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Price/Earnings | 24.30 | |
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Price/Book | 3.98 | |
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Price/Sales | 2.93 | |
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Price/Cash Flow | 16.01 | |
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Dividend Yield | 2.08 | |
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LT Earnings | 11.47 | |
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Historical Earnings | 6.7 | |
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Sales Growth | 7.49 | |
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Cash-Flow Growth | 0.59 | |
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Book-Value Growth | 7.03 | |
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