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FWMMX - Snapshot

Vitals

  • YTD Return 12.1%
  • 3 Yr Annualized Return 13.1%
  • 5 Yr Annualized Return 13.8%
  • Net Assets $147 B
  • Holdings in Top 10 30.2%

52 WEEK LOW AND HIGH

$55.64
$44.47
$56.29

Expenses

OPERATING RELATED FEES

  • Expense Ratio N/A

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 30.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $250
  • IRA $250

Fund Classification

  • Primary Theme U.S. Large-Cap Blend Equity
  • Fund Type Open End Mutual Fund
  • Investment Style Large Blend

Compare FWMMX to Popular U.S. Large-Cap Blend Equity Funds

Overview

Next Dividend

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Dividend.com Ratings*

$144.86

+0.93%

$308.43 B

1.35%

$1.95

blocked
blocked
blocked

11.29%

0.02%

$361.37

-0.68%

$270.24 B

1.44%

$5.23

blocked
blocked
blocked

9.02%

0.04%

$56.23

+1.06%

$146.76 B

1.46%

$0.82

blocked
blocked
blocked

12.08%

0.58%

$76.05

+0.86%

$121.62 B

0.89%

$0.68

blocked
blocked
blocked

9.98%

0.61%

$49.01

+0.74%

$115.71 B

1.26%

$0.62

blocked
blocked
blocked

10.33%

0.59%

Compare FWMMX to Popular U.S. Large-Cap Blend Equity ETFs

Overview

Next Dividend

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Dividend.com Ratings*

$213.75

-0.92%

$1.15 T

1.00%

$2.15

blocked
blocked
blocked

11.13%

0.03%

$378.94

-0.73%

$690.98 B

1.41%

$5.39

blocked
blocked
blocked

11.29%

0.03%

$412.17

-0.73%

$345.00 B

1.37%

$5.69

blocked
blocked
blocked

11.28%

0.09%

$417.68

+0.94%

$261.58 B

1.36%

$5.69

blocked
blocked
blocked

10.28%

0.04%

$151.97

-0.26%

$67.23 B

1.53%

$2.34

blocked
blocked
blocked

8.56%

0.06%

FWMMX - Profile

Distributions

  • YTD Total Return 12.1%
  • 3 Yr Annualized Total Return 13.1%
  • 5 Yr Annualized Total Return 13.8%
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio N/A
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    American Funds Washington Mutual Investors Fund
  • Fund Family Name
    American Funds
  • Inception Date
    Oct 30, 2020
  • Shares Outstanding
    N/A
  • Share Class
    Other
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Alan Berro

Fund Description

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.


FWMMX - Performance

Return Ranking - Trailing

Period FWMMX Return Category Return Low Category Return High Rank in Category (%)
YTD 12.1% -73.1% 26.0% 38.41%
1 Yr 49.1% -0.7% 140.9% 87.00%
3 Yr 13.1%* -7.0% 22.3% 80.37%
5 Yr 13.8%* 2.9% 23.0% 74.55%
10 Yr 12.4%* 2.1% 15.3% 58.35%

* Annualized

Return Ranking - Calendar

Period FWMMX Return Category Return Low Category Return High Rank in Category (%)
2020 N/A -40.9% 2181.7% N/A
2019 N/A -22.7% 41.1% N/A
2018 N/A -100.0% 17.1% N/A
2017 N/A -100.0% 33.2% N/A
2016 N/A -44.8% 25.0% N/A

Total Return Ranking - Trailing

Period FWMMX Return Category Return Low Category Return High Rank in Category (%)
YTD 12.1% -73.1% 26.0% 36.11%
1 Yr 49.1% -0.7% 140.9% 81.40%
3 Yr 13.1%* -7.0% 22.3% 75.61%
5 Yr 13.8%* 2.9% 23.0% 71.32%
10 Yr 12.4%* 2.1% 15.3% 55.14%

* Annualized

Total Return Ranking - Calendar

Period FWMMX Return Category Return Low Category Return High Rank in Category (%)
2020 N/A -40.9% 2181.7% N/A
2019 N/A -21.6% 41.1% N/A
2018 N/A -100.0% 17.1% N/A
2017 N/A -100.0% 33.2% N/A
2016 N/A -16.4% 26.8% N/A

NAV & Total Return History


FWMMX - Holdings

Concentration Analysis

FWMMX Category Low Category High FWMMX % Rank
Net Assets 147 B 20 1.15 T 1.36%
Number of Holdings 184 1 3755 38.98%
Net Assets in Top 10 44.3 B -247 M 246 B 1.41%
Weighting of Top 10 30.18% 2.0% 100.0% 48.44%

Top 10 Holdings

  1. Microsoft Corp 5.28%
  2. Broadcom Inc 5.13%
  3. Comcast Corp Class A 4.52%
  4. Comcast Corp Class A 4.23%
  5. Comcast Corp Class A 4.23%
  6. Comcast Corp Class A 4.23%
  7. Comcast Corp Class A 4.23%
  8. Comcast Corp Class A 4.23%
  9. Comcast Corp Class A 4.23%
  10. Comcast Corp Class A 4.23%

Asset Allocation

Weighting Return Low Return High FWMMX % Rank
Stocks
97.48% 0.00% 193.92% 79.36%
Cash
1.95% -94.07% 100.00% 26.05%
Preferred Stocks
0.57% 0.00% 11.50% 2.28%
Other
0.00% -15.45% 100.00% 35.57%
Convertible Bonds
0.00% 0.00% 10.44% 34.23%
Bonds
0.00% -9.53% 99.90% 37.14%

Stock Sector Breakdown

Weighting Return Low Return High FWMMX % Rank
Financial Services
19.83% 0.00% 72.27% 11.87%
Technology
17.00% 0.00% 57.80% 83.11%
Healthcare
16.94% 0.00% 52.91% 12.42%
Industrials
11.63% 0.00% 29.19% 26.26%
Communication Services
8.07% 0.00% 31.09% 76.53%
Consumer Cyclical
5.97% 0.00% 63.52% 92.06%
Consumer Defense
5.39% 0.00% 44.33% 80.94%
Energy
5.09% 0.00% 20.22% 8.14%
Basic Materials
4.93% 0.00% 37.14% 11.60%
Utilities
3.35% 0.00% 19.11% 15.20%
Real Estate
1.80% 0.00% 51.99% 65.13%

Stock Geographic Breakdown

Weighting Return Low Return High FWMMX % Rank
US
89.70% 0.00% 191.86% 81.38%
Non US
7.78% -0.08% 62.89% 16.48%

FWMMX - Expenses

Operational Fees

FWMMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio N/A 0.01% 24.34% N/A
Management Fee 0.23% 0.00% 2.00% 17.96%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee 0.05% 0.00% 0.95% 21.02%

Sales Fees

FWMMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 1.00% 5.75% N/A
Deferred Load N/A 0.95% 5.00% N/A

Trading Fees

FWMMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.25% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FWMMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 30.00% 0.00% 438.00% 44.19%

FWMMX - Distributions

Dividend Yield Analysis

FWMMX Category Low Category High FWMMX % Rank
Dividend Yield 0.00% 0.00% 14.74% 41.57%

Dividend Distribution Analysis

FWMMX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Quarterly Annually

Net Income Ratio Analysis

FWMMX Category Low Category High FWMMX % Rank
Net Income Ratio N/A -3.04% 16.95% N/A

Capital Gain Distribution Analysis

FWMMX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Daily Annually

Dividend Payout History

View More +

FWMMX - Fund Manager Analysis

Managers

Alan Berro


Start Date

Tenure

Tenure Rank

Jul 01, 1997

23.76

23.8%

Alan N. Berro is an equity portfolio manager at Capital Group. He also serves on the Portfolio Oversight Committee. He has 33 years of investment experience and has been with Capital Group for 28 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He also worked as an auditor for Price Waterhouse in Los Angeles. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from the University of California, Los Angeles graduating magna cum laude. He also holds the certified public accountant and Chartered Financial Analyst® designations and is a member of the Los Angeles Society of Financial Analysts. Alan is based in Los Angeles.

Jeffrey Lager


Start Date

Tenure

Tenure Rank

Jul 01, 2004

16.76

16.8%

Jeffrey T. Lager is an equity portfolio manager at Capital Group. He has 21 years of investment experience and has been with Capital Group for 19 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. environmental services, IT & business services, technology hardware, IT outsourcing and transaction processing companies. Before joining Capital, Jeff was a manager of investment analysis at Medical Portfolio Management in Cambridge, Massachusetts, and an associate at the Boston Consulting Group in Boston. He holds an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar, as well as a master’s degree in sociology and a bachelor’s degree with distinction in decision analysis from Stanford University. He also holds the Chartered Financial Analyst® designation. Jeff is based in San Francisco.

Alan Wilson


Start Date

Tenure

Tenure Rank

Jul 01, 2013

7.75

7.8%

Alan J. Wilson is a portfolio manager at Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. He holds an MBA from Harvard Business School and a bachelor’s degree in civil engineering from Massachusetts Institute of Technology. Alan is based in Los Angeles.

Diana Wagner


Start Date

Tenure

Tenure Rank

Jun 30, 2014

6.76

6.8%

Diana Wagner is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers U.S. healthcare services. She has 23 years of investment experience and has been with Capital Group for 19 years. Earlier in her career as an analyst, she also covered global semiconductor equipment and paper & forest products companies. Prior to joining Capital, Diana was at ING Barings in London and at SBC Warburg in New York. She holds an MBA from Columbia Business School and a bachelor’s degree in art history from Yale University. Diana is based in New York.

Jin Lee


Start Date

Tenure

Tenure Rank

Jul 01, 2014

6.75

6.8%

Jin Lee is an equity portfolio manager at Capital Group. He has 23 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, U.S. building products companies and paper & forest products and restaurants. Prior to joining Capital, he was a senior business planner for the Walt Disney Company and a consultant with L/E/K Partnership. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from the University of Pennsylvania graduating with honors. Jin is based in Los Angeles.

Eric Stern


Start Date

Tenure

Tenure Rank

Nov 01, 2014

6.42

6.4%

Eric H. Stern is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. As an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. Eric is based in Los Angeles.

Irfan Furniturewala


Start Date

Tenure

Tenure Rank

Jun 30, 2015

5.76

5.8%

Irfan M. Furniturewala is an equity portfolio manager at Capital Group. He has 20 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital as an equity investment analyst, he covered U.S. hardware and semiconductor companies. Prior to joining Capital, Irfan was a senior design engineer at Motorola, Inc., and he is a co-inventor of two patents approved by the United States Patent and Trademark Office. He holds an MBA from the Wharton School of the University of Pennsylvania, a master’s degree in electrical engineering from Iowa State University, and a bachelor’s degree in electronics engineering from the University of Mumbai. Irfan is based in Los Angeles.

Brady Enright


Start Date

Tenure

Tenure Rank

Jul 01, 2016

4.75

4.8%

Brady L. Enright is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 20 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. small-cap companies, as well as commercial services and supplies companies. Prior to joining Capital, Brady was an equity research analyst and portfolio manager for Provident Investment Counsel. He holds an MBA from Harvard Business School and a bachelor’s degree in biology from Stanford University. He also holds the Chartered Financial Analyst® designation. Brady is based in San Francisco.

Mark Casey


Start Date

Tenure

Tenure Rank

Jul 01, 2016

4.75

4.8%

Mark L. Casey is an equity portfolio manager at Capital Group. He has 18 years of investment experience, all with Capital Group. Earlier in his career at Capital, Mark was an equity investment analyst and covered U.S. media, entertainment, newspapers, infrastructure software, internet and document imaging. Prior to joining Capital, he was a director and product manager for Siebel Systems. He holds an MBA with distinction from Harvard Business School and a bachelor’s degree in history from Yale University graduating magna cum laude. Mark is based in San Francisco.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.02 42.27 6.25 1.25