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Trending ETFs

Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

$56.27

-

0.96%

$0.54

1.08%

Vitals

YTD Return

12.7%

1 yr return

29.7%

3 Yr Avg Return

13.3%

5 Yr Avg Return

14.1%

Net Assets

$160 B

Holdings in Top 10

30.2%

52 WEEK LOW AND HIGH

$55.65
$44.19
$57.94

Expenses

OPERATING FEES

Expense Ratio 1.08%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 24.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$250

IRA

N/A


Fund Classification

Fund Type

Open End Mutual Fund

Investment Style

Large Blend


Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

$56.27

-

0.96%

$0.54

1.08%

RWEBX - Profile

Distributions

  • YTD Total Return 12.7%
  • 3 Yr Annualized Total Return 13.3%
  • 5 Yr Annualized Total Return 14.1%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.24%
DIVIDENDS
  • Dividend Yield 1.0%
  • Dividend Distribution Frequency Quarterly

Fund Details

  • Legal Name
    American Funds Washington Mutual Investors Fund
  • Fund Family Name
    American Funds
  • Inception Date
    Aug 29, 2014
  • Shares Outstanding
    N/A
  • Share Class
    Retirement
  • 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.


RWEBX - Performance

Return Ranking - Trailing

Period RWEBX Return Category Return Low Category Return High Rank in Category (%)
YTD 12.7% -71.0% 45.7% 89.01%
1 Yr 29.7% 5.6% 73.4% 73.30%
3 Yr 13.3%* -2.4% 25.0% 87.18%
5 Yr 14.1%* 3.5% 26.8% 84.55%
10 Yr 13.6%* 4.3% 17.8% 81.65%

* Annualized

Return Ranking - Calendar

Period RWEBX Return Category Return Low Category Return High Rank in Category (%)
2020 4.2% -94.0% 2181.7% 83.51%
2019 17.2% -22.7% 41.1% 80.68%
2018 -10.1% -100.0% 4.6% 30.85%
2017 11.4% -100.0% 33.2% 65.93%
2016 6.4% -44.8% 25.0% 54.04%

Total Return Ranking - Trailing

Period RWEBX Return Category Return Low Category Return High Rank in Category (%)
YTD 12.7% -71.0% 45.7% 89.01%
1 Yr 29.7% 5.6% 73.4% 63.78%
3 Yr 13.3%* -2.4% 26.2% 79.85%
5 Yr 14.1%* 3.5% 26.8% 77.56%
10 Yr 13.6%* 4.3% 17.8% 78.26%

* Annualized

Total Return Ranking - Calendar

Period RWEBX Return Category Return Low Category Return High Rank in Category (%)
2020 4.2% -94.0% 2181.7% 83.51%
2019 17.2% -21.6% 41.1% 80.68%
2018 -10.1% -100.0% 8.2% 56.63%
2017 11.4% -100.0% 33.2% 91.02%
2016 6.4% -13.4% 26.8% 76.23%

NAV & Total Return History


RWEBX - Holdings

Concentration Analysis

RWEBX Category Low Category High RWEBX % Rank
Net Assets 160 B 503 K 1.31 T 2.18%
Number of Holdings 189 2 3980 32.57%
Net Assets in Top 10 47.2 B -472 M 306 B 1.84%
Weighting of Top 10 30.20% 2.0% 100.0% 58.81%

Top 10 Holdings

  1. Microsoft Corp 5.61%
  2. Broadcom Inc 4.92%
  3. Comcast Corp Class A 4.46%
  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 RWEBX % Rank
Stocks
96.44% 0.00% 139.05% 91.84%
Cash
2.99% -93.93% 50.07% 10.22%
Preferred Stocks
0.57% 0.00% 3.21% 2.91%
Other
0.00% -15.82% 100.00% 85.25%
Convertible Bonds
0.00% 0.00% 8.52% 86.37%
Bonds
0.00% 0.00% 87.09% 87.04%

Stock Sector Breakdown

Weighting Return Low Return High RWEBX % Rank
Financial Services
20.18% 0.00% 67.99% 10.89%
Healthcare
16.79% 0.00% 59.20% 16.69%
Technology
16.77% 0.00% 77.07% 81.27%
Industrials
11.08% 0.00% 62.11% 36.83%
Communication Services
8.26% 0.00% 44.59% 70.33%
Consumer Cyclical
6.10% 0.00% 53.38% 90.02%
Consumer Defense
5.56% 0.00% 50.98% 72.14%
Energy
5.43% 0.00% 19.56% 7.50%
Basic Materials
4.54% 0.00% 30.96% 18.39%
Utilities
3.24% 0.00% 31.26% 20.42%
Real Estate
2.06% 0.00% 84.43% 59.39%

Stock Geographic Breakdown

Weighting Return Low Return High RWEBX % Rank
US
88.39% 0.00% 134.83% 82.35%
Non US
8.05% 0.00% 63.63% 20.56%

RWEBX - Expenses

Operational Fees

RWEBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.08% 0.01% 4.53% 23.13%
Management Fee 0.23% 0.00% 2.00% 20.45%
12b-1 Fee 0.60% 0.00% 1.00% 78.10%
Administrative Fee 0.03% 0.00% 0.95% 11.24%

Sales Fees

RWEBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

RWEBX 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.

RWEBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 24.00% 0.00% 363.00% 39.93%

RWEBX - Distributions

Dividend Yield Analysis

RWEBX Category Low Category High RWEBX % Rank
Dividend Yield 0.96% 0.00% 1.97% 88.77%

Dividend Distribution Analysis

RWEBX Category Low Category High Category Mod
Dividend Distribution Frequency Quarterly Semi-Annually Monthly Monthly

Net Income Ratio Analysis

RWEBX Category Low Category High RWEBX % Rank
Net Income Ratio 1.24% -2.09% 2.65% 35.49%

Capital Gain Distribution Analysis

RWEBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually

Dividend Payout History

View More +

RWEBX - Fund Manager Analysis

Managers

Alan Berro


Start Date

Tenure

Tenure Rank

Jul 01, 1997

24.18

24.2%

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

17.18

17.2%

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

8.17

8.2%

Alan J. Wilson is a Partner of Capital World Investors. 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

7.18

7.2%

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

7.17

7.2%

Jin Lee is a Partner, Capital World Investors 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

6.84

6.8%

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

6.18

6.2%

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

5.17

5.2%

Brady L. Enright is an equity portfolio manager at Capital Group. He has 28 years of investment experience and has been with Capital Group for 23 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

5.17

5.2%

Mark L. Casey is an equity portfolio manager at Capital Group. He has 19 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
0.01 38.28 6.55 1.67