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INSTITUTIONS
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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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RESOURCES & RESEARCH
PORTFOLIO SOLUTIONS
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DEFINED CONTRIBUTION FOCUS FUNDS
EMPLOYER-SPONSORED PLANS
SALES & SUPPORT TOOLS
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CLIENT ACCOUNT SUPPORT
A disciplined and time-tested approach to growth and income investing
Capital Group Washington Mutual Investors strategy
INCEPTION DATE
July 31, 1952
IMPLEMENTATION
Consider for a core large-cap value allocation
OBJECTIVE
To produce income and provide an opportunity for growth of principal consistent with sound common stock investing
VEHICLES
Washington Mutual Investors Fund
Capital Group U.S. Income and Growth SMA
Ensures each investment meets stringent financial requirements and has a consistent record of earnings and dividends.
STRICT ELIGIBILITY
A refined investment process
The strategy’s seven-decade history has its roots in a Washington, D.C., court case following the Great Depression, which established a list of high-quality stocks appropriate for investors. Rigorous screening criteria are used to establish a list of eligible stocks that meet stringent financial requirements and have a consistent record of earnings and dividends.
MANY ARE CALLED, FEW ARE CHOSEN
Figures as of January 3, 2023.
One investment strategy, multiple ways to invest
The first and most well known is Washington Mutual Investors Fund, which is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.
For your high net worth clients, consider the Capital Group U.S. Income and Growth SMA, which has the same objective and is overseen by the same team of portfolio managers.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
American Funds Distributors, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
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