American Funds Washington Mutual Investors Fund Class R-2 (RWMBX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
65.34
-0.14 (-0.21%)
At close: Feb 27, 2026
4.66%
Fund Assets 211.09B
Expense Ratio 1.37%
Min. Investment $250
Turnover 29.00%
Dividend (ttm) 6.07
Dividend Yield 9.27%
Dividend Growth 6.22%
Payout Frequency Quarterly
Ex-Dividend Date Dec 18, 2025
Previous Close 65.48
YTD Return 2.72%
1-Year Return 15.21%
5-Year Return 84.67%
52-Week Low 49.37
52-Week High 65.71
Beta (5Y) n/a
Holdings 191
Inception Date May 31, 2002

About RWMBX

American Funds Washington Mutual Investors Fund Class R-2 is a U.S.-focused mutual fund designed to provide investors with both income and long-term capital appreciation through disciplined investment in high-quality, established companies. The fund predominantly invests in common stocks that meet strict financial criteria, emphasizing firms with strong records of earnings and dividends, and that are listed on, or meet the listing requirements of, major U.S. exchanges. Managed by a team using a multiple-portfolio manager approach, the fund maintains a diversified portfolio spread across key sectors, with significant exposure to information technology, financials, health care, and consumer staples. Notably, its top holdings include prominent companies such as Broadcom, Microsoft, UnitedHealth Group, and Apple. The fund is categorized as "Large Blend," reflecting its balanced allocation between growth and value stocks within the large-cap segment, closely mirroring the overall U.S. equity market. Known for its relatively low risk profile and a long-standing philosophy rooted in prudent stock selection, the fund plays a significant role in retirement plans and is aimed at investors seeking a stable core equity holding for diversified portfolios.

Fund Family Capital Group
Category Large Value
Performance Rating High
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMBX
Share Class Class R-2
Index S&P 500 TR

Performance

RWMBX had a total return of 15.21% in the past year. Since the fund's inception, the average annual return has been 13.60%, 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 $3.1101 Dec 19, 2025
Sep 17, 2025 $0.077 Sep 18, 2025
Jun 11, 2025 $2.801 Jun 12, 2025
Mar 12, 2025 $0.0832 Mar 13, 2025
Dec 19, 2024 $2.6771 Dec 20, 2024
Sep 18, 2024 $0.0836 Sep 19, 2024
Full Dividend History