American Funds Washington Mutual Investors Fund Class R-5

 (MUTF:RWMFX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.62%  
1 week
   
-0.65%  
4 week   +0.20%
   
3 month   +5.65%
   
YTD   +6.52%
   
1 year   +20.36%
   
3 years*   +15.76%
   
5 years*   +19.62%
   
*annualized
Best 3 month return+21.98%  
Worst 3 month return-25.91%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Above Average Below Average
5 years Above Average Below Average
10 years Average Below Average
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets73.54B 
Front load-  
Deferred load-  
Expense ratio0.35%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash0.93%  
Stocks97.68%  
Bonds0.00%  
Other1.39%  

Purchase information

Initial$250  
Additional$50  
41.72+0.16(0.38%)
Jul 9, 4:00PM EDT Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Jeffrey Lager (Started: Dec 31, 2004)
J. David Carpenter (Started: Jul 1, 2010)
Alan Berro (Started: Dec 31, 1997)
Eugene Stein (Started: Jul 1, 2008)
Gregory Johnson (Started: Dec 31, 2001)
Alan Wilson (Started: Jul 1, 2014)
Advisor Company:
Capital Research and Management Company
Fund family reports on Morningstar »
American Funds, 4 Embarcadero Center P.O. Box 7650, San Francisco, CA 94120, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.02 2.46 2.31 0.61
Beta* 0.93 0.82 0.86 0.89
Mean annual return 1.76 1.32 1.50 0.71
R-squared* 98.91 95.39 96.13 96.79
Standard deviation 8.88 10.36 11.71 13.31
Sharpe ratio 2.37 1.52 1.53 0.52
* Against standard index

Top 10 holdings

Security Net Assets  
Microsoft Corporation (MSFT) 5.06%  
Boeing Co (BA) 4.43%  
Home Depot, Inc. (HD) 4.16%  
Merck & Co Inc (MRK) 3.85%  
Wells Fargo & Co (WFC) 3.58%  
Royal Dutch Shell PLC ADR Class B (RDS.B) 3.31%  
Lockheed Martin Corporation (LMT) 2.94%  
Union Pacific Corp (UNP) 2.93%  
Chevron Corp (CVX) 2.86%  
American Express Co (AXP) 2.82%