Advertisement
U.S. markets close in 2 hours 7 minutes

American Funds Washington Mutual R3 (RWMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
61.35+0.56 (+0.92%)
As of 08:05AM EDT. Market open.

American Funds Washington Mutual R3

Los Angeles CA 90071

333 Hope St-55th Fl

Washington Mutual Investors Fund Inc

Management Information
Alan J. Wilson,Lead Manager since June 30, 2013
Alan J. Wilson is a portfolio manager at Capital Group. He has 38 years of investment experience and has been with Capital Group for 32 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy (oil & gas drilling) companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. He holds an MBA from Harvard Business School.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq2.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilyAmerican Funds
Net Assets175.92B
YTD Return5.45%
Yield1.25%
Morningstar Rating★★★
Inception DateJul 30, 1952

Fund Operations

Last Dividend0.16
Last Cap Gain37.00
Holdings Turnover30.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRWMCXCategory Average
Annual Report Expense Ratio (net)0.57%0.84%
Prospectus Net Expense Ratio0.57%N/A
Prospectus Gross Expense Ratio0.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A