American Funds Washington Mutual R4 (RWMEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
67.78
+0.04 (0.06%)
At close: Dec 5, 2025
3.43%
Fund Assets 207.61B
Expense Ratio 0.62%
Min. Investment $250
Turnover 29.00%
Dividend (ttm) 6.10
Dividend Yield 9.00%
Dividend Growth 24.19%
Payout Frequency Quarterly
Ex-Dividend Date Sep 17, 2025
Previous Close 67.74
YTD Return 17.00%
1-Year Return 14.09%
5-Year Return 92.67%
52-Week Low 52.41
52-Week High 68.26
Beta (5Y) n/a
Holdings 185
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
Stock Exchange NASDAQ
Ticker Symbol RWMEX
Share Class Class R-4
Index S&P 500 TR

Performance

RWMEX had a total return of 14.09% in the past year. Since the fund's inception, the average annual return has been 15.01%, including dividends.

Equivalent Funds

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

Symbol Provider Name Expense Ratio
FALCX Fidelity Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 0.24%
FLCEX Fidelity Fidelity Large Cap Core Enhanced Index Fund 0.39%
FMGKX Fidelity Fidelity Magellan K 0.40%
FMAGX Fidelity Fidelity Magellan Fund 0.47%
FEQDX Fidelity Fidelity Advisor Hedged Equity C 1.55%

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

30.72% of assets
Name Symbol Weight
Broadcom Inc. AVGO 7.69%
Microsoft Corporation MSFT 6.21%
Philip Morris International Inc. PM 3.32%
Apple Inc. AAPL 2.20%
Capital Group Central Cash Fund n/a 2.18%
NVIDIA Corporation NVDA 2.12%
Marsh & McLennan Companies, Inc. MMC 1.90%
RTX Corporation RTX 1.71%
JPMorgan Chase & Co. JPM 1.71%
UnitedHealth Group Incorporated UNH 1.69%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Jun 12, 2024 $2.9719 Jun 13, 2024
Full Dividend History