Washington Mutual Investors Fund - F-3 | American Funds

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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, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

GROWTH & INCOME FUNDS

SM

Share Class
Purchase Restrictions: Class F-3 shares are available through certain registered investment advisor and fee-based programs, but are not available for purchase in most employer-sponsored retirement plans. See the prospectus for details.

Summary

Internal Prompt
A disciplined approach to growth-and-income investing. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. Seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products.
Price at NAV $53.13 as of 8/09/2022 (updated daily)
Fund Assets (millions) $145,870.4
Portfolio Managers
9
Expense Ratio
0.26%

Internal Prompt

Returns at NAV

Returns with Sales Charge

Asset Mix

U.S. Equities89.5%
Non-U.S. Equities6.2%
U.S. Bonds0.0%
Non-U.S. Bonds0.0%
Cash & Equivalents
4.3%
U.S. Equities89.5%
Non-U.S. Equities6.2%
U.S. Bonds0.0%
Non-U.S. Bonds0.0%
Cash & Equivalents
4.3%
As of 6/30/2022 (updated monthly)

Growth of 10K

Read important investment disclosures
For Class F-3 Shares, this chart tracks a hypothetical investment with dividends reinvested through 12/31/2021.
FWMIX
S&P 500 Index

High & Low Prices

Market Capitalization

87.7%
Large
12.0%
Medium
0.3%
Small
$129,037.89 Million
Weighted Average


As of 6/30/2022 (updated quarterly). Morningstar data as of 6/30/2022 (updated quarterly).

Morningstar Ownership ZoneTM

Large Blend
Weighted average of holdings
75% of fund's stock holdings
Morningstar data as of 6/30/22 (updated quarterly)

Description

Fund Objective
The fund's investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
Distinguishing Characteristics
A disciplined approach to investing that uses strict eligibility criteria to screen for companies with strong balance sheets, consistent dividends, and the ability to pay a dividend. The fund seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products.
Types of Investments
Primarily invests in common stocks and securities convertible into common stocks.
Holdings Outside the U.S.
May invest up to 10% of its assets in companies domiciled outside the United States.

Fund Facts

Fund Inception 7/31/1952
Fund Assets (millions)
As of 6/30/2022
$145,870.4
Companies/Issuers
Holdings are as of 6/30/2022 (updated quarterly).
190+
Shareholder Accounts
Shareholder accounts are as of 6/30/2022
412,485
Regular Dividends Paid
Mar, Jun, Sep, Dec
Minimum Initial Investment $250
Capital Gains Paid
Jun, Dec
Portfolio Turnover (2022) 19%
Fiscal Year-End Apr
Prospectus Date 07/01/2022
CUSIP 939330 77 5
Fund Number 701

Returns

Internal Prompt

Month-End Returns as of 7/31/22

Quarter-End Returns as of 6/30/22

Internal Prompt

Volatility & Return

Read important investment disclosures

Equities

For Class F-3 Shares, this chart tracks the 10-year standard deviation
and 10-year annualized return of the equity funds
FWMIX
S&P 500 Index
Other AF Funds
Standard Deviation as of 07/31/2022 (updated monthly) . Annualized return as of 07/31/2022 (updated monthly) .
VIEW LARGER CHART
Internal Prompt

Yield

12-month
Distribution Rates
30-day SEC Yield
Fund at NAV 1.92% 1.74%
Fund at MOP N/A N/A
As of 6/30/2022 (updated monthly)

Valuation

Price/ Price/ Price/
Book Cash Flow Earnings
Fund 2.58 9.32 13.86
S&P 500 Index
3.00 9.80 16.40
Fund as of 6/30/22. Index as of 6/30/22.

Portfolio Management

Years of Experience with Fund
Years of Experience with Capital Group
Years of Experience with Investment Industry
Alan N. Berro 25 31 36
Mark L. Casey 6 22
Irfan M. Furniturewala 7 21 22
Emme Kozloff 6 16 31
Jeffrey T. Lager 18 26 27
Jin Lee 8 25 26
Eric H. Stern 8 31 33
Diana Wagner 8 22 26
Alan J. Wilson 9 31 37
A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

Ratings & Risk

Morningstar Rating TM


Overall Morningstar RatingTM
Funds rated(1232)
3-yr. Morningstar RatingTM
(1232 funds rated)
5-yr. Morningstar RatingTM
(1110 funds rated)
10-yr. Morningstar RatingTM
(815 funds rated)
Overall Morningstar Risk Low
HIGH
LOW
Category Large Blend
Ratings are based on risk-adjusted returns as of 7/31/2022 (updated monthly).

Risk Measures

Fund
Standard Deviation
12.65
Sharpe Ratio
0.94
For the 10 Years ending 7/31/22 (updated monthly).
American Funds/
Morningstar Benchmark
S&P 500 TR USD
R-squared 94
Beta 0.88
Capture Ratio (Downside/Upside) 89/89
American Funds and Morningstar Benchmark for the 10 Years ending 7/31/22 (updated monthly).
Active Share
58.7%
As of 6/30/22 (updated quarterly)

Holdings

Equities Breakdown

Equity Fund Holdings
Health care 21.7%
Information technology 17.8%
Financials 15.1%
Industrials 10.1%
Communication services 6.3%
Energy 6.1%
Consumer discretionary 6.0%
Consumer staples 5.5%
Utilities 3.1%
Materials 2.7%
Real estate 1.3%

% of net assets as of 6/30/2022 (updated quarterly)

Top Equities

Broadcom
5.5%
Microsoft
5.1%
UnitedHealth Group
4.4%
Comcast
3.0%
Pfizer
2.7%
Marsh & McLennan
2.3%
CME Group
2.1%
CVS
2.0%
Johnson & Johnson
2.0%
Home Depot
1.7%

% of net assets as of 6/30/2022 (updated monthly)

The New Geography of Investing ®

Regions Fund
S&P 500 Index
United States 93.5% 100.0%
Canada 1.5% 0.0%
Europe 5.0% 0.0%

% of net assets as of 6/30/2022 (updated quarterly)

Fund Breakdown by Domicile

Regions Fund
S&P 500 Index
United States 89.5% 100.0%
Canada 1.4% 0.0%
Europe 4.8% 0.0%
Cash & Equivalents
4.4% --

% of net assets as of 6/30/2022 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End

Historical Prices Year-End

Internal Prompt

Historical Distributions as of 08/09/22

2022
Record
Date
Calculated
Date
Pay Date
Income Dividend Regular
Income Dividend Special
Cap. Gains Long-Term
Cap. Gains Short-Term
Reinvest NAV
03/16/22 03/16/22 03/17/22 $0.2491 $0.00 $0.00 $0.00 $57.58
06/15/22 06/15/22 06/16/22 $0.2475 $0.00 $1.5222 $0.00 $50.58
2022 Year-to-Date: Dividends Subtotal: $0.4966 Cap Gains Subtotal: $1.5222
Total Distributions: $2.0188

Fees & Expenses

Internal Prompt

Fees

Annual Management Fees 0.22%
Other Expenses 0.04%
Service 12b-1 --
As of each fund's most recent prospectus.
Internal Prompt

Expense Ratio

FWMIX 0.26%
Lipper Growth & Income Funds Average
0.73%
Fund as of most recent prospectus. Lipper Category as of 6/30/22 (updated quarterly).

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