Washington Mutual Investors Fund (fwmix)
Summary
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
--
as of -- (updated daily)
|
Expense Ratio |
Read important investment disclosures
N/A
1-year return
N/A
5-year return
N/A
Lifetime return (07/31/1952)
0.00%
30-day SEC Yield Fund at NAV
Returns as of -- (updated monthly) . Yield as of -- (updated monthly).
Read important investment disclosures
N/A
1-year return
N/A
5-year return
N/A
Lifetime return
0.00%
30-day SEC Yield Fund at NAV
Returns as of -- (updated monthly) . Yield as of -- (updated monthly).
Asset Mix
91.1%
U.S. Equities
5.4%
Non-U.S. Equities
0.0%
U.S. Bonds
0.0%
Non-U.S. Bonds
3.4%
Cash & Equivalents
As of 02/28/2025 (updated monthly).
Volatility & Return
Read important investment disclosures
Volatility & Return chart is not available for funds less than 10 years old.
Market Capitalization
81.5%
Large
18.0%
Medium
0.5%
Small
Morningstar Ownership ZoneTM
Weighted average of holdings
75% of fund’s stock holdings
Morningstar data as of (updated quarterly)
Description
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.
Maturity
Portfolio Restrictions
Fund Facts
Fund Inception07/31/1952
Fund Assets (millions) -- As of (updated monthly).
Companies/Issuers178+Holdings as of 02/28/2025 (updated monthly).
Regular Dividends Paid
Minimum Initial Investment
Capital Gains Paid
Portfolio Turnover ()--
Fiscal Year-EndApr
Prospectus Date--
CUSIP
Fund Number
Returns
Yield
Read important investment disclosures
12-month
Distribution Rates
30-day SEC Yield
Distribution Rates
30-day SEC Yield
Fund at NAV
0.00%
0.00%
Fund at MOP
0.00%
N/A
As of (updated monthly).
Valuation
Fund
N/A
N/A
N/A
Fund as of . Index as of 12/31/2024.
LEARN ABOUT THE CAPITAL SYSTEMSM
Portfolio Management
Jin Lee
29
28
11
Mark L. Casey
24
24
9
Aline Avzaradel
23
20
3
Diana Wagner
30
24
11
Eric H. Stern
35
33
11
Emme Kozloff
26
19
9
Irfan M. Furniturewala
24
24
10
Alan N. Berro
39
34
27
A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.
Ratings & Risk
Morningstar RatingTM
Overall Morningstar RatingTMFunds rated (--)
--
3-yr. Morningstar RatingTM(-- funds rated)
--
5-yr. Morningstar RatingTM(-- funds rated)
--
10-yr. Morningstar RatingTM(-- funds rated)
--
Overall Morningstar Risk
--
Ratings are based on risk-adjusted returns as of (updated monthly).
Holdings
Equities Breakdown
Top Equities
Broadcom
6.2%
Microsoft
5.1%
Philip Morris International
3.7%
Eli Lilly
2.6%
Apple
2.6%
Marsh & McLennan
2.4%
UnitedHealth Group
2.3%
JPMorgan Chase
1.6%
Alphabet
1.6%
Visa
1.5%
% of net assets as of 02/28/2025 (updated monthly).
Prices & Distributions
FIND HISTORICAL DISTRIBUTIONSSM
Historical Distributions
Fees & Expenses
Resources
Literature for fwmix
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