RWMEX:NASDAQ
American Funds Washington Mutual Investors Fund Class R-4 – RWMEX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|
| 61.42 | 0.27 (+0.44%) | 58.59 - 65.78 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - RWMEX
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 | 8.94% |
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| Yield (Trailing 12 Mo.) | 1.21% |
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| Expense Ratio | 0.61% |
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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 | 05/20/2002 |
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Trailing Total Returns - RWMEX
as of 02/28/2025
| Timeframe | RWMEX | S&P 500 | Large Blend |
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| 1 Month | 0.11% | -1.30% | -1.59% |
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| 3 Month | 1.40% | -0.97% | -1.78% |
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| Year-to-Date | 4.06% | 1.44% | 1.71% |
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| 1 Year | 17.32% | 18.41% | 15.53% |
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| 3 Year | 11.88% | 12.55% | 10.88% |
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| 5 Year | 15.29% | 16.85% | 15.31% |
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| 10 Year | 11.53% | 12.98% | 11.46% |
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| Since Inception | 8.94% | 11.12% | -- |
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Sector Allocation - RWMEX
as of 02/28/2025
| Basic Materials | | 2.37% |
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| Consumer Cyclical | | 7.51% |
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| Financial Services | | 18.32% |
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| Real Estate | | 2.71% |
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| Consumer Defensive | | 7.97% |
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| Healthcare | | 13.79% |
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| Utilities | | 3.50% |
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| Communication Services | | 5.30% |
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| Energy | | 4.20% |
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| Industrials | | 10.13% |
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| Technology | | 24.19% |
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Asset Allocation - RWMEX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 90.85 | 90.85 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 6.48 | 6.48 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 97.33 | 97.33 |
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| Cash | -- | | | 2.38 | 2.38 |
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| Total Net Assets | $195.59B |
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| Total Stock Holdings | 186 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - RWMEX
as of 02/28/2025
Valuation & Growth - RWMEX
as of 02/28/2025
| Valuation | RWMEX | Category Range |
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| Price/Earnings | 25.26 | |
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| Price/Book | 4.13 | |
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| Price/Sales | 2.86 | |
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| Price/Cash Flow | 16.72 | |
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| Dividend Yield | 2.07 | |
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| LT Earnings | 9.59 | |
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| Historical Earnings | 13.29 | |
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| Sales Growth | 9.15 | |
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| Cash-Flow Growth | 5.37 | |
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| Book-Value Growth | 6.75 | |
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