American Funds Washington Mutual Investors Fund Class R-4 (RWMEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
66.60
-0.06 (-0.09%)
Feb 26, 2026, 9:30 AM EST
5.06%
Fund Assets 211.09B
Expense Ratio 0.62%
Min. Investment $250
Turnover 29.00%
Dividend (ttm) 6.54
Dividend Yield 9.82%
Dividend Growth 6.05%
Payout Frequency Quarterly
Ex-Dividend Date Dec 18, 2025
Previous Close 66.66
YTD Return 3.06%
1-Year Return 16.33%
5-Year Return 92.06%
52-Week Low 49.88
52-Week High 66.81
Beta (5Y) n/a
Holdings 191
Inception Date May 20, 2002

About RWMEX

American Funds Washington Mutual Investors Fund Class R-4 is a large-blend mutual fund focused on generating income while offering opportunities for principal growth through investing primarily in common stocks of established, dividend-paying companies. Established in 1952, the fund maintains a diversified portfolio across major sectors including information technology, financials, industrials, and healthcare, representing primarily U.S.-listed stocks. This fund is designed to balance growth with income by selecting companies with strong earnings records and consistent dividend payments. It employs a multi-manager approach and exhibits a risk profile characterized as low, with an expense ratio of 0.62%. Over time, this fund has served a broad investor base with objectives aligned to sound common stock investing, maintaining substantial assets under management and a history of regular dividend distributions. Its role in the market is to provide investors exposure to large-cap U.S. equities with a blend style that neither favors growth nor value exclusively, aiming for stable long-term returns consistent with the overall U.S. equity market performance.

Fund Family Capital Group
Category Large Value
Performance Rating High
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol RWMEX
Share Class Class R-4
Index S&P 500 TR

Performance

RWMEX had a total return of 16.33% in the past year. Since the fund's inception, the average annual return has been 15.24%, 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 $3.2343 Dec 19, 2025
Sep 17, 2025 $0.1957 Sep 18, 2025
Jun 11, 2025 $2.9106 Jun 12, 2025
Mar 12, 2025 $0.197 Mar 13, 2025
Dec 19, 2024 $2.7972 Dec 20, 2024
Sep 18, 2024 $0.1968 Sep 19, 2024
Full Dividend History