American Funds Washington Mutual Investors Fund Class R-1 (RWMAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
65.84
-0.14 (-0.21%)
At close: Feb 27, 2026
4.76%
Fund Assets 211.09B
Expense Ratio 1.36%
Min. Investment $250
Turnover 29.00%
Dividend (ttm) 6.06
Dividend Yield 9.19%
Dividend Growth 6.11%
Payout Frequency Quarterly
Ex-Dividend Date Dec 18, 2025
Previous Close 65.98
YTD Return 2.93%
1-Year Return 15.46%
5-Year Return 85.10%
52-Week Low 49.75
52-Week High 66.21
Beta (5Y) n/a
Holdings 191
Inception Date May 29, 2002

About RWMAX

Washington Mutual Investors Fund Class R-1 is a mutual fund that focuses on investing in well-established, high-quality companies, primarily through U.S. common stocks. Its primary objective is to generate income while seeking long-term capital growth, adhering to a disciplined approach that emphasizes sound common stock investing. The fund is actively managed and maintains a diversified portfolio, investing a significant majority of its assets—over 90%—in U.S. equities, with additional exposure to select international firms. The fund is geared toward investors who value a combination of income and capital appreciation, particularly those seeking exposure to blue chip companies. Its holdings span a broad array of sectors, with notable allocations in information technology, financials, health care, and industrials. The portfolio is constructed with a focus on companies that not only meet the listing requirements of established exchanges but also demonstrate strong records of earnings and dividends. Managed by Capital Research and Management Company, one of the oldest investment management firms in the U.S., Washington Mutual Investors Fund Class R-1 has built a reputation for prudent management and risk moderation, reflected in its low risk rating and consistently competitive returns over time.

Fund Family Capital Group
Category Large Value
Performance Rating High
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMAX
Share Class Class R-1
Index S&P 500 TR

Performance

RWMAX had a total return of 15.46% in the past year. Since the fund's inception, the average annual return has been 13.56%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FMGKX Fidelity Fidelity Magellan Fund - Class K 0.40%
FMAGX Fidelity Fidelity Magellan Fund 0.47%
FEQDX Fidelity Fidelity Advisor Hedged Equity Fund - Class C 1.55%
FEQNX Fidelity Fidelity Advisor Hedged Equity Fund - Class M 1.05%
FEQJX Fidelity Fidelity Advisor Hedged Equity Fund - Class I 0.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FWMIX Class F-3 0.27%
RWMGX R-6 0.27%
RWMFX Class R-5 0.32%
FWWMX Class 529-f-3 0.33%

Top 10 Holdings

29.91% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.87%
Microsoft Corporation MSFT 5.71%
Philip Morris International Inc. PM 3.38%
Apple Inc. AAPL 2.58%
Capital Group Central Cash Fund n/a 2.37%
Eli Lilly and Company LLY 2.19%
Marsh & McLennan Companies, Inc. MRSH 1.75%
NVIDIA Corporation NVDA 1.71%
UnitedHealth Group Incorporated UNH 1.71%
Amgen Inc. AMGN 1.64%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 18, 2025 $3.1039 Dec 19, 2025
Sep 17, 2025 $0.0761 Sep 18, 2025
Jun 11, 2025 $2.7991 Jun 12, 2025
Mar 12, 2025 $0.0839 Mar 13, 2025
Dec 19, 2024 $2.6758 Dec 20, 2024
Sep 18, 2024 $0.0851 Sep 19, 2024
Full Dividend History