American Funds Washington Mutual Inv Fund R5 (RWMFX)
68.31
-0.07
(-0.10%)
USD |
Dec 04 2025
RWMFX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 2.18% |
| Stock | 97.30% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.48% |
| Other | 0.04% |
Market Capitalization
As of September 30, 2025
| Large | 82.43% |
| Mid | 14.65% |
| Small | 2.92% |
Region Exposure
| Americas | 91.16% |
|---|---|
|
North America
|
91.16% |
| Canada | 1.16% |
| United States | 90.00% |
|
Latin America
|
0.00% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.55% |
|---|---|
| United Kingdom | 2.61% |
|
Europe Developed
|
3.94% |
| Denmark | 0.23% |
| France | 0.14% |
| Germany | 0.73% |
| Ireland | 1.02% |
| Netherlands | 1.12% |
| Switzerland | 0.68% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.07% |
|---|---|
| Japan | 0.07% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 2.22% |
|---|
Stock Sector Exposure
| Cyclical |
|
30.48% |
| Materials |
|
2.68% |
| Consumer Discretionary |
|
7.00% |
| Financials |
|
18.25% |
| Real Estate |
|
2.56% |
| Sensitive |
|
44.88% |
| Communication Services |
|
5.38% |
| Energy |
|
3.28% |
| Industrials |
|
11.52% |
| Information Technology |
|
24.69% |
| Defensive |
|
22.46% |
| Consumer Staples |
|
7.68% |
| Health Care |
|
10.66% |
| Utilities |
|
4.11% |
| Not Classified |
|
2.18% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
2.18% |
As of September 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |