Washington Mutual Investors Fund - R-6 | 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 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Investment Fund

SM

Share Class
Purchase Restrictions: Class R-6 shares are available in certain 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 and seeks to be fully invested.
Price at NAV $50.80 as of 3/24/2023 (updated daily)
Fund Assets (millions) $148,792.5
Portfolio Managers
9
Expense Ratio
0.26%

Internal Prompt

Returns at NAV

Returns with Sales Charge

Asset Mix

U.S. Equities89.4%
Non-U.S. Equities5.9%
U.S. Bonds0.0%
Non-U.S. Bonds0.0%
Cash & Equivalents
4.7%
U.S. Equities89.4%
Non-U.S. Equities5.9%
U.S. Bonds0.0%
Non-U.S. Bonds0.0%
Cash & Equivalents
4.7%
As of 2/28/2023 (updated monthly)

Growth of 10K

Read important investment disclosures
For Class R-6 Shares, this chart tracks a hypothetical investment with dividends reinvested through 12/31/2022.
RWMGX
S&P 500 Index

High & Low Prices

Market Capitalization

87.6%
Large
12.1%
Medium
0.3%
Small
$134,770.96 Million
Weighted Average


As of 12/31/2022 (updated quarterly). Morningstar data as of 12/31/2022 (updated quarterly).

Morningstar Ownership ZoneTM

Large Blend
Weighted average of holdings
75% of fund's stock holdings
Morningstar data as of 12/31/22 (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.
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 2/28/2023
$148,792.5
Companies/Issuers
Holdings are as of 12/31/2022 (updated quarterly).
180+
Shareholder Accounts
Shareholder accounts are as of 2/28/2023
11,248
Regular Dividends Paid
Mar, Jun, Sep, Dec
Minimum Initial Investment $0
Capital Gains Paid
Jun, Dec
Portfolio Turnover (2022) 19%
Fiscal Year-End Apr
Prospectus Date 07/01/2022
CUSIP 939330 81 7
Fund Number 2601

Returns

Internal Prompt

Month-End Returns as of 2/28/23

Quarter-End Returns as of 12/31/22

Internal Prompt

Volatility & Return

Read important investment disclosures

Equities

For Class R-6 Shares, this chart tracks the 10-year standard deviation
and 10-year annualized return of the equity funds
RWMGX
S&P 500 Index
Other AF Funds
Standard Deviation as of 02/28/2023 (updated monthly) . Annualized return as of 02/28/2023 (updated monthly) .
VIEW LARGER CHART
Internal Prompt

Yield

12-month
Distribution Rates
30-day SEC Yield
Fund at NAV 2.19% 1.50%
Fund at MOP N/A N/A
As of 2/28/2023 (updated monthly)

Valuation

Price/ Price/ Price/
Book Cash Flow Earnings
Fund 3.01 9.84 15.24
S&P 500 Index
3.20 10.00 16.90
Fund as of 12/31/22. Index as of 12/31/22.

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(1226)
3-yr. Morningstar RatingTM
(1226 funds rated)
5-yr. Morningstar RatingTM
(1120 funds rated)
10-yr. Morningstar RatingTM
(822 funds rated)
Overall Morningstar Risk Low
HIGH
LOW
Category Large Blend
Ratings are based on risk-adjusted returns as of 2/28/2023 (updated monthly).

Risk Measures

Fund
Standard Deviation
13.51
Sharpe Ratio
0.81
For the 10 Years ending 2/28/23 (updated monthly).
American Funds/
Morningstar Benchmark
S&P 500 TR USD
R-squared 94
Beta 0.88
Capture Ratio (Downside/Upside) 88/91
American Funds and Morningstar Benchmark for the 10 Years ending 2/28/23 (updated monthly).
Active Share
57.9%
As of 12/31/22 (updated quarterly)

Holdings

Equities Breakdown

Equity Fund Holdings
Health care 22.2%
Information technology 17.6%
Financials 13.7%
Industrials 11.2%
Consumer discretionary 8.1%
Consumer staples 6.8%
Energy 5.9%
Communication services 4.0%
Utilities 2.7%
Materials 2.2%
Real estate 1.3%

% of net assets as of 12/31/2022 (updated quarterly)

Top Equities

Broadcom
5.6%
Microsoft
5.0%
UnitedHealth Group
3.6%
Comcast
2.7%
Marsh & McLennan
2.3%
Pfizer
2.2%
Home Depot
1.8%
Northrop Grumman
1.8%
JPMorgan Chase
1.8%
Philip Morris International
1.6%

% of net assets as of 2/28/2023 (updated monthly)

The New Geography of Investing ®

Regions Fund
S&P 500 Index
United States 93.9% 100.0%
Canada 1.1% 0.0%
Europe 5.0% 0.0%

% of net assets as of 12/31/2022 (updated quarterly)

Fund Breakdown by Domicile

Regions Fund
S&P 500 Index
United States 89.9% 100.0%
Canada 1.1% 0.0%
Europe 4.8% 0.0%
Cash & Equivalents
4.3% --

% of net assets as of 12/31/2022 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End

Historical Prices Year-End

Internal Prompt

Historical Distributions as of 03/24/23

2023
Record
Date
Calculated
Date
Pay Date
Income Dividend Regular
Income Dividend Special
Cap. Gains Long-Term
Cap. Gains Short-Term
Reinvest NAV
03/15/23 03/15/23 03/16/23 $0.2448 $0.00 $0.00 $0.00 $50.19
2023 Year-to-Date: Dividends Subtotal: $0.2448 Cap Gains Subtotal: $0.00
Total Distributions: $0.2448

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

RWMGX 0.26%
Lipper Growth & Income Funds Average
--%
Fund as of most recent prospectus. Lipper Category as of -- (updated quarterly).

Resources

Prospectuses & Reports for RWMGX