American Funds Washington Mutual R2 (RWMBX)
55.48
-0.41 (-0.7336%)
USD |
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.37% | 158.94B | 0.87% | 24.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -3.767B | 31.24% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | AWSHX |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | American Funds |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alan Berro | 24.02 yrs |
| Jeffrey Lager | 17.01 yrs |
| Alan Wilson | 8.01 yrs |
| Diana Wagner | 7.01 yrs |
| Jin Lee | 7.01 yrs |
| Eric Stern | 6.67 yrs |
| Irfan Furniturewala | 6.01 yrs |
| Brady Enright | 5.00 yrs |
| Mark Casey | 5.00 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
96
-3.767B
-24.38B
Category Low
21.42B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of July 31, 2021
Performance Versus Category
As of August 04, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of August 04, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 5.61% | 286.51 | -0.21% |
| Broadcom Inc | 4.92% | 487.80 | 0.21% |
| Comcast Corp Class A | 4.46% | 57.97 | -0.45% |
| UnitedHealth Group Inc | 3.33% | 421.54 | -0.09% |
| BlackRock Inc | 2.35% | 882.01 | 0.20% |
| Marsh & McLennan Companies Inc | 2.06% | 148.89 | -0.96% |
| CME Group Inc Class A | 1.91% | 208.50 | -0.13% |
| JPMorgan Chase & Co | 1.90% | 151.24 | -1.08% |
| The Home Depot Inc | 1.86% | 330.31 | -0.49% |
| CVS Health Corp | 1.80% | 81.55 | -2.92% |
Basic Info
| Investment Strategy | |
| The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | AWSHX |
| Equity Style | Large Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | American Funds |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alan Berro | 24.02 yrs |
| Jeffrey Lager | 17.01 yrs |
| Alan Wilson | 8.01 yrs |
| Diana Wagner | 7.01 yrs |
| Jin Lee | 7.01 yrs |
| Eric Stern | 6.67 yrs |
| Irfan Furniturewala | 6.01 yrs |
| Brady Enright | 5.00 yrs |
| Mark Casey | 5.00 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (8-4-21) | 0.87% |
| 30-Day SEC Yield (6-30-21) | Upgrade |
| 7-Day SEC Yield (8-31-17) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 22.99 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of June 30, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 5/31/2002 |
| Last Annual Report Date | 4/30/2021 |
| Last Prospectus Date | 7/1/2021 |
| Share Classes | |
| AWSHX | A |
| CWMAX | A |
| CWMCX | C |
| CWMEX | Other |
| CWMFX | Other |
| FWMIX | Inst |
| FWMMX | Other |
| FWWMX | Other |
| RWEBX | Retirement |
| RWMAX | Retirement |
| RWMCX | Retirement |
| RWMEX | Retirement |
| RWMFX | Retirement |
| RWMGX | Retirement |
| RWMHX | Retirement |
| WMFFX | Other |
| WSHCX | C |
| WSHFX | Other |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |