Notice: On 11/8/2019, Capital Group Global Equity Fund and Capital Group International Equity Fund were renamed American Funds Global Insight Fund and American Funds International Vantage Fund, respectively. See risk data for American Funds Washington Mutual Fund (AWSHX). A disciplined approach to investing that uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. In this breakdown, Israel has been included in Europe. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. Its portfolio consists primarily of large blue-chip equities such as Microsoft, Coca-Cola, American Express, Verizon and Royal Dutch Shell. American Funds Washington Mutual A is appropriate for investors interested in a diverse portfolio of primarily large U.S. stocks, income-oriented investors who want a blue-chip growth fund to balance their overall portfolioand those interested in a megacap stock fund that eschews tobacco and alcohol holdings. Returns for one year or less are not annualized, but calculated as cumulative total returns. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. While an active share greater than zero is needed to provide returns above the benchmark, there is no indication a particular level of active share has resulted in higher returns than the fund's index. This and other important information is contained in the fund. 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 … YTD (year-to-date return): the net change in the value of the portfolio (in percentage terms) from January 1 of the current year to the date shown above. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. A lower number signifies lower volatility. Distribution rate 12-month: The income per share paid by the fund over the past 12 months to an investor from dividends (including any special dividends). United States. Manager. Investing for short periods makes losses more likely. Expense ratios are as of the most recent prospectus. Currency. RETIREMENT. California Do Not Sell My Personal Information Request. Seeks to be fully invested and avoids companies that primarily derive … Learn more about how to better serve divorced clients and their financial needs. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. Calculated by Capital Group. American Funds. Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. FR. This includes shares of money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. The distribution rate is expressed as a percentage of the current price. Mar 15, 2000. More information is available at. Due to differing calculation methods, the figures shown here may differ from those calculated by Morningstar. Data presented in Excel .xls format. We will not sell or rent your e-mail address to any third-party entity. Compare Funds. Find our live American Funds Washington Mutual Investors Fund Class R-1 fund basic information. Inception Date. Investors cannot invest directly in an index. Share Class: Each share class available for a fund has different fees and expense structures, but all of the classes for a particular fund invest in the same pool of securities. Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use: IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2, Traditional vs. Roth 401(k)/403(b) Analyzer, % When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expense ratios higher if shown. Alan Berro Fund Description. Returns shown at net asset value (NAV) have all distributions reinvested. R-Squared: R-squared is a measure of the correlation between a particular return and that of a benchmark index. The Morningstar Rating does not include any adjustment for sales loads. The American Funds Washington Mutual fund has high quality standards for its investments (balance sheet and income statement hurdles must be met) and assets must be proven dividend payers. Shares Outstanding. Why we need your e-mail address: This is a precautionary measure we are taking to ensure that we can notify you in the unlikely event that a correction is needed for the data you are downloading. American Funds Washington Mutual Investors Fund Domestic stock fund|Class R6 Fund facts †Risk level Low High Total net assets Expense ratio as of 06/30/20 Ticker symbol Turnover rate Inception date Fund number 12345 $26,202 MM 0.27 % RWMGX 30.00 % 05/01/09 6118 Investment objective The investment seeks to produce income and to provide an opportunity for growth of principal consistent … Share Class. All other company and product names mentioned are the property of their respective companies. USD. The fund has returned -0.60 percent over the past year and 6.09 percent over the past three years. American Funds. Financial advisors say reshaping your portfolio can mitigate losses during downturns. Since it measures the difference between a fund's holdings and its benchmark, it could be used in conjunction with other indicators as a measure of portfolio risk or to compare the management fees charged by actively managed funds. Share Class. There may have been periods when the results lagged the index(es). This chart tracks a Class A share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years. Annual and Semi-Annual Reports may not reflect this change until a later date. Chasing value without considering quality can lead to value traps. Dividends offer income for investors, but the yields vary from sector to sector. Fund Family Name. A disciplined approach to growth-and-income investing. Volitility measures reflect the uncertainty or risk of change in a security`s value. Years of Experience with Investment Industry. Current and future results may be lower or higher than those shown. RWMHX | A complete American Funds Washington Mutual Investors Fund;R5E mutual fund overview by MarketWatch. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. Domiciled Country. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. United States. Health savings accounts can lower your tax rate and save you money. CollegeAmerica 529 Plans . Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. Results for certain funds with an inception date after the share class inception also include hypothetical returns because those funds' shares sold after the funds' date of first offering. For investors interested in saving for retirement, the most recent American Funds review by Kiplinger recommends buying the American Balanced Fund, the Washington Mutual Fund, and the New Perspective Fund. American Funds Washington Mutual A AWSHX Morningstar Analyst Rating Analyst rating as of Aug 5, 2020. Price at NAV $50.28 as of 12/15/2020 (updated daily) Fund Assets (millions) $132,545.9 Find the latest Washington Mutual Invs Fd Cl A (AWSHX) stock quote, history, news and other vital information to help you with your stock trading and investing. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. 16, 2020. Excludes certain securities in initial period of acquisition. American Funds Washington Mutual Investors A debuted in July of 1952. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Changing your e-mail address: To change the e-mail address for data change notifications, delete the existing e-mail address and retype the new address in the text box. Shares Outstanding. Jan 27, 2017. Traditional/Roth IRAs. Read our explanation of. DE Figures shown are past results and are not predictive of results in future periods. The highest 20% of funds in each classification are named Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. Saving for College. RWMCX | A complete American Funds Washington Mutual Investors Fund;R3 mutual fund overview by MarketWatch. In addition, the share price of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a dividend is paid. Some statistics may not be available for all fund (e.g., Top Equity Holdings for Bond funds). Emerging markets have the potential for long-term gains for investors. Over a period of time, the shape and location of a fund's ownership zone may vary. Capture Ratio Downside: Ratio of a fund/model’s return during periods when the index was down, divided by the return of the index during those periods. Investors cannot invest directly in an index. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. American Funds Washington Mutual Investors Fund. We are here to help. Returns. MUTUAL FUND RESOURCES. United States. Generally the higher the R-squared measure, the more reliable the beta measurement will be. View & analyze the AWSHX fund chart by total assets, risk rating, Min. Index as of 9/30/20. A. Historical Long-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. Since American Funds Washington Mutual Investors F made its debut in July of 1952, WSHFX has garnered more than $2.53 billion in assets. Morningstar calls it a "core" investment. ABLE Accounts. This approach has enabled the strategy to outpace its index during almost every S&P 500 decline of 15% or more since its inception in 1952. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. Investors should carefully consider investment objectives, risks, charges and expenses. There may have been periods when the results lagged the index(es). Historical Special Dividend: A fund pays a special dividend when the income earned by the fund exceeds the income the fund has paid in the form of regular dividends throughout the year. Hier werden Grundinformationen zum American Funds Washington Mutual Investors Fund Class A-Fonds in Echtzeit bereitgestellt. A disciplined approach to growth-and-income investing. A fund's active share is the product of this process and is not comparable to the active share produced by a fund managed by an individual or a committee of investors. Investors are more interested in investing in the pharmaceutical industry in 2020. In addition, the share prices of Capital World Bond Fund, American Funds Strategic Bond Fund and American Funds Inflation Linked Bond Fund also decrease when a special dividend is paid. The portfolio managers shown are as of each fund's most recent prospectus at time of publication. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Share Class. Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. A beta lower than 1 suggests that a return was less volatile than the market. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). T. Rowe Price funds are a great way to add diversification to a retirement portfolio. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. Its expense ratio is 0.58 percent. Historical Regular Dividend: Funds pay their shareholders dividends (usually from income or dividends earned by the fund) during the year. U.S. News evaluated 1,272 Large Blend Funds. Capture Ratio Upside: Ratio of a fund/model’s return during periods when the index was up, divided by the return of the index during those periods. For Financial Advisors, from U.S. News: Get the Advisor's Guide to Working with Divorced Clients, Rebecca Lake and Debbie CarlsonDec. Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Note: Updating your e-mail address on this page will not affect your primary email address. Active Share is determined by (1) differences in stock weightings between the fund and the fund's primary benchmark shown in the prospectus (2) inclusion of stocks outside of the benchmark, and (3) exclusion of stocks in the benchmark. USD. American Funds Washington Mutual Investors Fund. Quality stocks often command higher prices, so this fund sometimes shows higher average valuation metrics than typical large-value funds.” The fund has returned 9.03 percent over the past five years and 11.21 percent over the past decade. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Ronald Morrow, a senior vice-president of Capital World Investors, stepped down from the fund in July 2014. A fund's active share can change significantly over time, thus measuring a single point in time may not be reflective of longer periods. Investors should watch out for mutual funds with high turnover rates. N/A. Planning. The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return, Consistent Return, Preservation, Tax Efficiency and Expense metrics. Holdings are as of 9/30/2020 (updated quarterly). Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds … Powered by American Funds our equity and fixed-income mutual funds are designed with a long-term investment focus. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. Primarily invests in common stocks and securities convertible into common stocks. Currency. The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. of net assets as of 9/30/2020 SEP IRAs. 403(b) Plans. Share Class. Investing for short periods makes losses more likely. Other. As of October 20, 2020, American Funds Washington Mutual A has assets totaling almost $127.79 billion invested in 182 different holdings. Aug 05, 2008. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. Alan Berro Fund Description. Domiciled Country. Source for Lipper expense ratio comparison: Lipper, based on front-end load funds, excluding funds of funds, for the most recent fiscal year-ends available as of 9/30/2020. Methodology notes: The equity breakdown by revenue reflects the portfolio’s publicly traded equity holdings and excludes cash (and fixed income securities, if applicable). Offer investors both income and to provide an opportunity for growth of principal with... Been periods when the results lagged the index ( es ) on how 2020 will shape financial... Industry researchers privacy: the e-mail address may be lower or higher than those shown therefore... Industry in 2020 by Capital Group are responsible for any damages or arising... 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