American Funds Washington Mutual Investors Fund Class R-1 (RWMAX) Fund Details & Analysis

Fund Information

Fund Category Large Value

Fund Family American Funds

Fund Style Large Blend

ISIN US9393308740

CUSIP 939330874

Inception Date -

Domicile -

Country USA

Fiscal Year End -

NAV Chart

Fund Metrics

Net Assets $110.28 Billion

Share Class Net Assets $-

Expense Ratio 1.35%

Expense Ratio Date -

Dividend Yield 0.01%

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Performance

YTD Return 7.83%

1-Year Return 13.37%

3-Year Return 16.06%

5-Year Return 11.39%

NAV $66.32

Previous Close Price $65.91

Last Update 2026-06-30

Dividend Information

Dividend Yield 0.01%

Dividend (ttm) 0.17

Dividend Growth -58.12%

Payout Frequency Annual

Ex-Dividend Date n/a

Ratings

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Beta (5Y) 1.23

About American Funds Washington Mutual Investors Fund Class R-1

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.

Detailed Metrics

Market Cap Distribution

AverageMarketCap 278174.99%

Giant 28.89%

Large 40.79%

Medium 23.18%

Micro 0.00%

Small 0.54%

Value & Growth Metrics

Book-Value Growth % 7.69%

Cash-Flow Growth % 7.93%

Dividend Yield % 1.90%

Historical Earnings % 7.35%

Long-Term Earnings % 11.39%

Asset Allocation

Type	Net %	Long %	Short %	Category Average	benchmark
Bond	0.00%	0.00%	0.00%	1.10%	0.00%
Cash	2.88%	2.88%	0.00%	1.75%	0.00%
Non US Stock	6.18%	6.18%	0.00%	5.45%	0.84%
Not Classified	1.09%	1.09%	0.00%	0.19%	0.00%
Other	0.00%	0.00%	0.00%	0.91%	0.00%
US Stock	89.84%	89.84%	0.00%	91.53%	99.16%

Top Holdings

Name	Weight	Owned	Change
BROADCOM INC	7.49%	-	-
MICROSOFT CORP	4.64%	-	-
UNITEDHEALTH GROUP INC	1.74%	-	-
CAPITAL GROUP CENTRAL CASH FUND	3.36%	-	-
ELI LILLY AND CO	1.63%	-	-
MARSH MCLENNAN COMPANIES INC	1.79%	-	-
APPLE INC	2.42%	-	-
PHILIP MORRIS INTERNATIONAL INC	3.45%	-	-
COMCAST CORP CL A	1.69%	-	-
JPMORGAN CHASE CO	1.72%	-	-
META PLATFORMS INC CL A	1.47%	-	-
NVIDIA CORP	1.64%	-	-
RTX CORP	1.71%	-	-
ROYAL CARIBBEAN CRUISES LTD	1.67%	-	-
ALPHABET INC CL A	2.02%	-	-
WELLTOWER INC (REIT)	1.71%	-	-
BANK OF AMERICA CORP	1.60%	-	-

See the full breakdown of RWMAX fund's asset allocation and top holdings .

Sector Weights

Category	Subcategory	Amount %	Category Avg	Stocks %	Benchmark
Bond Sector	Cash and Equivalents	3.66%	55.09%	72.55%	0.00%
Bond Sector	Corporate	3.66%	18.63%	27.45%	0.00%
Bond Sector	Derivative	3.66%	3.89%	0.00%	0.00%
Bond Sector	Government	3.66%	11.47%	0.00%	0.00%
Bond Sector	Municipal	3.66%	0.03%	0.00%	0.00%
Bond Sector	Securitized	3.66%	10.90%	0.00%	0.00%
Cyclical	Basic Materials	2.36%	3.30%	0.00%	2.09%
Cyclical	Consumer Cyclical	7.27%	7.51%	0.00%	9.62%
Cyclical	Financial Services	14.94%	18.82%	0.00%	18.29%
Cyclical	Real Estate	3.52%	3.11%	0.00%	1.91%
Defensive	Consumer Defensive	9.40%	7.48%	0.00%	7.26%
Defensive	Healthcare	12.80%	13.09%	0.00%	12.58%
Defensive	Utilities	3.66%	4.71%	0.00%	3.41%
Sensitive	Communication Services	5.25%	6.45%	0.00%	9.90%
Sensitive	Energy	3.71%	7.40%	0.00%	5.45%
Sensitive	Industrials	12.91%	11.55%	0.00%	6.84%
Sensitive	Technology	24.19%	16.58%	0.00%	22.64%

World Regions

Region	Subregion	Category Average	Stocks Percent	Benchmark
Americas	Latin America	0.12%	-	0.14%
Americas	North America	95.29%	95.00%	99.17%
Greater Asia	Asia Developed	0.70%	-	-
Greater Asia	Asia Emerging	0.30%	0.10%	0.07%
Greater Asia	Australasia	0.03%	0.08%	-
Greater Asia	Japan	0.14%	0.04%	-
Greater Europe	Africa/Middle East	0.04%	-	-
Greater Europe	Europe Developed	1.94%	2.88%	0.48%
Greater Europe	Europe Emerging	0.00%	-	-
Greater Europe	United Kingdom	1.43%	1.90%	0.15%

Dividend History

Date	Amount	Unadjusted Amount	Currency	Declaration Date	Record Date	Payment Date	Period
2024-12-19	$0.121	$0.121	USD	-	-	-	-
2024-09-18	$0.085	$0.085	USD	-	2024-09-18	2024-09-19	Quarterly
2024-06-12	$0.087	$0.087	USD	-	2024-06-12	2024-06-13	Quarterly
2024-03-13	$0.092	$0.092	USD	-	2024-03-13	2024-03-14	Quarterly
2023-12-15	$0.236	$0.236	USD	-	2023-12-15	2023-12-18	Quarterly
2023-09-13	$0.097	$0.097	USD	-	2023-09-13	2023-09-14	Quarterly
2023-06-14	$0.104	$0.104	USD	-	2023-06-14	2023-06-15	Quarterly
2023-03-15	$0.107	$0.107	USD	-	2023-03-15	2023-03-16	Quarterly
2022-12-16	$0.299	$0.299	USD	2022-12-16	2022-12-16	2022-12-19	Quarterly
2022-09-14	$0.106	$0.106	USD	2022-09-14	2022-09-14	2022-09-15	Quarterly
2022-06-15	$0.097	$0.097	USD	2022-06-15	2022-06-15	2022-06-16	Quarterly
2022-03-16	$0.089	$0.089	USD	2022-03-16	2022-03-16	2022-03-17	Quarterly
2021-12-17	$0.120	$0.120	USD	2021-12-17	2021-12-17	2021-12-20	Quarterly
2021-09-15	$0.092	$0.092	USD	2021-09-15	2021-09-15	2021-09-16	Quarterly
2021-06-16	$0.094	$0.094	USD	-	2021-06-16	2021-06-17	Quarterly
2021-03-17	$0.108	$0.108	USD	2021-03-17	2021-03-17	2021-03-18	Quarterly
2020-12-18	$0.162	$0.162	USD	2020-12-18	2020-12-18	2020-12-21	Quarterly
2020-09-16	$0.119	$0.119	USD	2020-09-16	2020-09-16	2020-09-17	Quarterly
2020-06-17	$0.129	$0.129	USD	2020-06-17	2020-06-17	2020-06-18	Quarterly
2020-03-18	$0.110	$0.110	USD	2020-03-18	2020-03-18	2020-03-19	Quarterly
2019-12-20	$0.177	$0.177	USD	2019-12-20	2019-12-20	2019-12-23	Other
2019-09-13	$0.107	$0.107	USD	2019-09-13	2019-09-13	2019-09-16	Quarterly
2019-06-14	$0.112	$0.112	USD	2019-06-14	2019-06-14	2019-06-17	Other
2019-03-15	$0.117	$0.117	USD	2019-03-15	2019-03-15	2019-03-18	Quarterly
2018-12-21	$0.163	$0.163	USD	2018-12-21	2018-12-21	2018-12-24	Other
2018-09-14	$0.104	$0.104	USD	2018-09-14	2018-09-14	2018-09-17	Quarterly
2018-06-15	$0.109	$0.109	USD	2018-06-15	2018-06-15	2018-06-18	Other
2018-03-16	$0.102	$0.102	USD	2018-03-16	2018-03-16	2018-03-19	Quarterly
2017-12-18	$0.177	$0.177	USD	2017-12-18	2017-12-18	2017-12-19	Other
2017-09-15	$0.106	$0.106	USD	2017-09-15	2017-09-15	2017-09-18	Quarterly
2017-06-16	$0.107	$0.107	USD	2017-06-16	2017-06-16	2017-06-19	Other
2017-03-17	$0.109	$0.109	USD	2017-03-17	2017-03-17	2017-03-20	Quarterly
2016-12-19	$0.131	$0.131	USD	2016-12-19	2016-12-19	2016-12-20	Other
2016-09-16	$0.108	$0.108	USD	2016-09-16	2016-09-16	2016-09-19	Quarterly
2016-06-17	$0.114	$0.114	USD	2016-06-17	2016-06-17	2016-06-20	Quarterly
2016-03-18	$0.116	$0.116	USD	2016-03-18	2016-03-18	2016-03-21	Quarterly
2015-12-18	$0.178	$0.178	USD	2015-12-18	2015-12-18	2015-12-21	Other
2015-09-21	$0.106	$0.106	USD	2015-09-18	2015-09-18	2015-09-21	Quarterly
2015-09-18	$0.106	$0.000	None	-	-	-	-
2015-06-22	$0.098	$0.098	USD	2015-06-19	2015-06-19	2015-06-22	Quarterly
2015-06-19	$0.098	$0.000	None	-	-	-	-
2015-03-23	$0.107	$0.107	USD	2015-03-20	2015-03-20	2015-03-23	Quarterly
2015-03-20	$0.107	$0.000	None	-	-	-	-
2014-12-22	$0.216	$0.216	USD	2014-12-19	2014-12-19	2014-12-22	Other
2014-09-22	$0.094	$0.094	USD	2014-09-19	2014-09-19	2014-09-22	Quarterly
2014-09-19	$0.095	$0.000	None	-	-	-	-
2014-06-23	$0.099	$0.099	USD	2014-06-20	2014-06-20	2014-06-23	Quarterly
2014-06-20	$0.100	$0.000	None	-	-	-	-
2014-03-24	$0.102	$0.102	USD	2014-03-21	2014-03-21	2014-03-24	Quarterly
2014-03-21	$0.103	$0.000	None	-	-	-	-
2013-12-23	$1.027	$1.027	USD	2013-12-20	2013-12-20	2013-12-23	Other
2013-12-20	$0.251	$0.251	USD	-	-	-	-
2013-09-23	$0.103	$0.103	USD	2013-09-20	2013-09-20	2013-09-23	Quarterly
2013-09-20	$0.105	$0.000	None	-	-	-	-
2013-06-24	$0.104	$0.104	USD	2013-06-21	2013-06-21	2013-06-24	Quarterly
2013-06-21	$0.106	$0.000	None	-	-	-	-
2013-03-25	$0.110	$0.110	USD	2013-03-22	2013-03-22	2013-03-25	Quarterly
2013-03-22	$0.111	$0.000	None	-	-	-	-
2012-12-26	$0.159	$0.159	USD	2012-12-21	2012-12-21	2012-12-24	Other
2012-12-21	$0.161	$0.000	None	-	-	-	-
2012-09-24	$0.103	$0.103	USD	-	2012-09-21	2012-09-24	Quarterly
2012-09-21	$0.104	$0.000	None	-	-	-	-
2012-06-18	$0.109	$0.109	USD	-	2012-06-15	2012-06-18	Quarterly
2012-06-15	$0.111	$0.000	None	-	-	-	-
2012-03-26	$0.110	$0.110	USD	-	2012-03-22	2012-03-26	Quarterly
2012-03-23	$0.111	$0.000	None	-	-	-	-
2011-12-19	$0.169	$0.169	USD	-	2011-12-16	2011-12-19	Other
2011-12-16	$0.171	$0.000	None	-	-	-	-
2011-09-26	$0.099	$0.099	USD	-	2011-09-23	2011-09-26	Quarterly
2011-09-23	$0.100	$0.000	None	-	-	-	-
2011-06-20	$0.096	$0.096	USD	-	2011-06-17	2011-06-20	Quarterly
2011-06-17	$0.098	$0.000	None	-	-	-	-
2011-03-21	$0.100	$0.100	USD	-	2011-03-18	2011-03-21	Quarterly
2011-03-18	$0.102	$0.000	None	-	-	-	-
2010-12-20	$0.166	$0.166	USD	-	2010-12-17	2010-12-20	Other
2010-12-17	$0.169	$0.000	None	-	-	-	-
2010-09-27	$0.102	$0.102	USD	-	2010-09-24	2010-09-27	Quarterly
2010-09-24	$0.104	$0.000	None	-	-	-	-
2010-06-21	$0.101	$0.101	USD	-	2010-06-18	2010-06-21	Quarterly
2010-06-18	$0.103	$0.000	None	-	-	-	-
2010-03-22	$0.100	$0.100	USD	-	2010-03-19	2010-03-22	Quarterly
2010-03-19	$0.102	$0.000	None	-	-	-	-
2009-12-21	$0.125	$0.125	USD	-	2009-12-18	2009-12-21	Quarterly
2009-12-18	$0.127	$0.000	None	-	-	-	-
2009-09-28	$0.132	$0.132	USD	-	2009-09-25	2009-09-28	Quarterly
2009-09-25	$0.134	$0.000	None	-	-	-	-
2009-06-22	$0.135	$0.135	USD	-	2009-06-19	2009-06-22	Quarterly
2009-06-19	$0.138	$0.000	None	-	-	-	-
2009-03-23	$0.147	$0.147	USD	-	2009-03-20	2009-03-23	Quarterly
2009-03-20	$0.150	$0.000	None	-	-	-	-
2008-12-22	$0.620	$0.620	USD	-	2008-12-19	2008-12-22	Other
2008-12-19	$0.137	$0.137	USD	-	-	-	-
2008-09-22	$0.123	$0.123	USD	-	2008-09-19	2008-09-22	Quarterly
2008-09-19	$0.125	$0.000	None	-	-	-	-
2008-06-23	$0.118	$0.118	USD	-	2008-06-20	2008-06-23	Quarterly
2008-06-20	$0.120	$0.000	None	-	-	-	-
2008-03-24	$0.114	$0.114	USD	-	2008-03-20	2008-03-24	Quarterly
2008-03-20	$0.116	$0.000	None	-	-	-	-
2007-12-24	$2.005	$2.005	USD	-	2007-12-21	2007-12-24	Other
2007-12-21	$0.104	$0.104	USD	-	-	-	-
2007-09-24	$0.102	$0.102	USD	-	2007-09-21	2007-09-24	Quarterly
2007-09-21	$0.104	$0.000	None	-	-	-	-
2007-06-25	$0.100	$0.100	USD	-	2007-06-22	2007-06-25	Quarterly
2007-06-22	$0.102	$0.000	None	-	-	-	-
2007-03-26	$0.097	$0.097	USD	-	2007-03-23	2007-03-26	Quarterly
2007-03-23	$0.099	$0.000	None	-	-	-	-
2006-12-26	$0.916	$0.916	USD	-	2006-12-22	2006-12-26	Other
2006-12-22	$0.099	$0.099	USD	-	-	-	-
2006-09-18	$0.091	$0.091	USD	-	2006-09-15	2006-09-18	Quarterly
2006-09-15	$0.093	$0.000	None	-	-	-	-
2006-06-19	$0.089	$0.089	USD	-	2006-06-16	2006-06-19	Quarterly
2006-06-16	$0.091	$0.000	None	-	-	-	-
2006-03-17	$0.095	$0.095	USD	-	-	-	-
2005-12-19	$0.514	$0.514	USD	-	2005-12-16	2005-12-19	Other
2005-12-16	$0.094	$0.094	USD	-	-	-	-
2005-09-19	$0.083	$0.083	USD	-	2005-09-16	2005-09-19	Quarterly
2005-09-16	$0.084	$0.000	None	-	-	-	-
2005-06-20	$0.085	$0.085	USD	-	2005-06-17	2005-06-20	Quarterly
2005-06-17	$0.087	$0.000	None	-	-	-	-
2005-03-21	$0.077	$0.077	USD	-	2005-03-18	2005-03-21	Quarterly
2005-03-18	$0.078	$0.000	None	-	-	-	-
2004-12-20	$0.338	$0.338	USD	-	2004-12-17	2004-12-20	Other
2004-12-17	$0.115	$0.115	USD	-	-	-	-
2004-09-20	$0.080	$0.080	USD	-	2004-09-17	2004-09-20	Quarterly
2004-09-17	$0.082	$0.000	None	-	-	-	-
2004-06-21	$0.077	$0.077	USD	-	2004-06-18	2004-06-21	Quarterly
2004-06-18	$0.079	$0.000	None	-	-	-	-
2004-03-22	$0.076	$0.076	USD	-	2004-03-19	2004-03-22	Quarterly
2004-03-19	$0.078	$0.000	None	-	-	-	-
2003-12-19	$0.081	$0.081	USD	-	2003-12-19	2003-12-22	Other
2003-09-22	$0.083	$0.083	USD	-	2003-09-19	2003-09-22	Quarterly
2003-09-19	$0.085	$0.000	None	-	-	-	-
2003-06-23	$0.087	$0.087	USD	-	2003-06-20	2003-06-23	Quarterly
2003-06-20	$0.088	$0.000	None	-	-	-	-
2003-03-31	$0.095	$0.095	USD	-	2003-03-28	2003-03-31	Quarterly
2003-03-28	$0.097	$0.000	None	-	-	-	-
2002-12-21	$0.133	$0.133	USD	-	2002-12-20	2002-12-23	Other
2002-09-21	$0.105	$0.105	USD	-	2002-09-20	2002-09-23	Quarterly
2002-06-22	$0.118	$0.118	USD	-	2002-06-21	2002-06-24	Quarterly

View the full dividend history for RWMAX.

American Funds Washington Mutual Investors Fund Class R-1 NMFQS:RWMAX