Currency. Investors should watch out for mutual funds with high turnover rates. View mutual fund news, mutual fund market and mutual fund interest rates. 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. Find our live American Funds Washington Mutual Investors Fund Class A fund basic information. The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. Fund as of most recent prospectus. View & analyze the RWMAX fund chart by total assets, risk rating, Min. American Funds Washington Mutual's old-school style isn't always in fashion but it's still rewarding through market cycles. Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund. Alan Berro Fund Description. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. Index as of 9/30/20. Years of Experience with Investment Industry. Preservation ratings are relative, rather than absolute, measures, and funds named Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and mixed equity funds than for fixed income funds. 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. Ratings are based on risk-adjusted returns as of 11/30/2020 (updated monthly). The information shown does not include cash and cash equivalents. American Funds. Alan Berro Fund Description. 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. Information is calculated by Morningstar. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Emerging markets have the potential for long-term gains for investors. Currently American Funds Washington Mutual A is managed by Alan Berro, Gregory Johnson, Jeffrey Lager, Eugene Stein, J. David Carpenter and Alan Wilson. 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). Since American Funds Washington Mutual Investors F made its debut in July of 1952, WSHFX has garnered more than $2.53 billion in assets. Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. American Funds Washington Mutual A AWSHX Morningstar Analyst Rating Analyst rating as of Aug 5, 2020. Returns as of 11/30/20 (updated monthly). MUTUAL FUND RESOURCES. Historical Regular Dividend: Funds pay their shareholders dividends (usually from income or dividends earned by the fund) during the year. Find real-time RWMGX - American Funds Washington Mutual Investors Fund Class R-6 stock quotes, company profile, news and forecasts from CNN Business. Price at NAV $50.28 as of 12/15/2020 (updated daily) Fund Assets (millions) $132,545.9 This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. N/A. USD. Planning LIFE MOMENTS. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Washington Mutual Investors Fund may be appropriate for: Investors seeking a well-diversified, high-quality portfolio of common stocks; Income-oriented investors who want a blue chip growth fund to balance their overall investment programs; Investors seeking an investment that does not emphasize alcohol or tobacco companies ; Objective. Data presented in Excel .xls format. 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 Fund (AWSHX) As if AMRMX wasn't large enough, American Funds Washington Mutual Fund is even larger at 56 billion. TOOLS & … Fund Family Name. 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 fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York … The funds are managed based on their investment objectives and strategies described in the prospectus; managing to active share is not part of any fund's strategy. Quotes delayed at least 15 minutes. Compare Funds. The American Funds Washington Mutual Fund is an affordable investment. Manager. A "centroid" plot in the middle of the Ownership Zone represents the weighted average of all the fund's holdings. Returns for one year or less are not annualized, but calculated as cumulative total returns. Yield as of 11/30/20 (updated monthly). We will not sell or rent your e-mail address to any third-party entity. American Funds Washington Mutual Investors Fund mutual fund. Its expense ratio is 0.58 percent. 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. The share prices of all of our equity funds and funds of funds decrease when a special dividend is paid. 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. 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. Investors should carefully consider investment objectives, risks, charges and expenses. Investing for short periods makes losses more likely. MORE OFFERINGS. Accordingly, the fund's SEC yield and distribution rate may differ. The Morningstar Rating does not include any adjustment for sales loads. Calculated by Capital Group. See Disclaimer. The portfolio managers shown are as of each fund's most recent prospectus at time of publication. Returns shown at maximum offering price (MOP) for Class A shares reflect deduction of the 5.75% maximum sales charge. Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Figures shown are past results and are not predictive of results in future periods. Valuation Price-to-Cash Flow: Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund/model. California Do Not Sell My Personal Information Request. RETIREMENT. Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. View fund expense ratios and returns. Seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products. Inception Date. 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. N/A. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. Funds Average. As of December 01, 2020, American Funds Washington Mutual A has assets totaling almost $131.72 billion invested in 182 different holdings. Investors should carefully consider investment objectives, risks, charges and expenses. Portfolios are managed, so holdings will change. Chasing value without considering quality can lead to value traps. R-Squared: R-squared is a measure of the correlation between a particular return and that of a benchmark index. American Funds Washington Mutual Investors Fund. 16, 2020. More information is available at. Annualized return as of 11/30/2020. 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. For more information about the risks associated with each investment, go to its detailed information page or read the prospectus, if applicable. RWEBX | A complete American Funds Washington Mutual Investors Fund;R2E mutual fund overview by MarketWatch. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. 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. Currency. USD. In this breakdown, Israel has been included in Europe. See What We Offer . Copyright © 2020 Capital Group. U.S. News evaluated 1,272 Large Blend Funds. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Health savings accounts can lower your tax rate and save you money. United States. The strategy seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products. Ronald Morrow, a senior vice-president of Capital World Investors, stepped down from the fund in July 2014. Its portfolio consists primarily of large blue-chip equities such as Microsoft, Coca-Cola, American Express, Verizon and Royal Dutch Shell. The fund has returned -0.60 percent over the past year and 6.09 percent over the past three years. This information is provided in detail in the shareholder reports. The fund has provided excess returns versus the S&P 500 TR Index during 13 of 14 major market declines (15% or more) over its lifetime, dating back to 1952, as of April 30, 2020 (for all share classes at NAV). 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. The result is a diversified portfolio based on the collection of managers' individual investment decisions. 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. American Funds. Other. Methodology notes: The equity breakdown by revenue reflects the portfolio’s publicly traded equity holdings and excludes cash (and fixed income securities, if applicable). ABLE Accounts. Currency. All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. We are here to help. Alan Berro Fund Description. May invest up to 10% of its assets in companies domiciled outside the United States. N/A. Underlying revenue data were compiled by MSCI and account for disparities in the way companies report their revenues across geographic segments. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. Use of this website is intended for U.S. residents only. 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. Like any stock fund, this one comes with some risks. View mutual fund news, mutual fund market and mutual fund … 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. Traditional/Roth IRAs. This and other important information is contained in the fund. Bonds provide income with less volatility in a portfolio. MSCI provides revenue data figures based on a proprietary, standardized model. If a sales charge had been deducted, the results would have been lower. 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. For Class A Shares, this chart tracks the total returns since the fund's inception date (Thursday, July 31, 1952) through December 31, For Class A Shares, this chart tracks the 10-year standard deviation, Standard Deviation as of 11/30/2020. EN The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Fund data provided by Xignite and Morningstar. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. All rights reserved. As of each fund's most recent prospectus. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. Dividends offer income for investors, but the yields vary from sector to sector. Share Class. Fund Description. 11, 2020, Paulina Likos and Ellen ChangOct. Prices and returns will vary, so investors may lose money. Domiciled Country. Current and future results may be lower or higher than those shown. Inception Date. 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. Shareholder accounts are as of 11/30/2020, American Funds and Morningstar Benchmark for the 10 Years ending 11/30/20. This information is provided in detail in the shareholder reports. The months indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes. There may have been periods when the results lagged the index(es). Planning. Inception Date. 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, % RWMCX | A complete American Funds Washington Mutual Investors Fund;R3 mutual fund overview by MarketWatch. A disciplined approach to growth-and-income investing. American Funds Distributors, Inc., member FINRA. Saving for College. Read our explanation of. Active Share: Click on the Read important investment disclosures link above for more information about Active Share. Revenue exposure at the portfolio and index level was calculated by using FactSet, which takes these company revenue exposures and multiplies by the company’s weighting in the portfolio and index. Learn more about mutual funds at fidelity.com. 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. Shares Outstanding. Washington Mutual Investors Fund may be appropriate for: Investors seeking a well-diversified, high-quality portfolio of common stocks; Income-oriented investors who want a blue chip growth fund to balance their overall investment programs; Investors seeking an investment that does not emphasize alcohol or tobacco companies ; Objective. Learn how you can invest in the stock market. United States. 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. of net assets as of 11/30/2020 Returns for one year or less are not annualized, but calculated as cumulative total returns. 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. FR. 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 … It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Shares Outstanding. Since then, AWSHX has accumulated assets of about $55.63 billion, according to the most recently available information. Daily Prices & Yields. Regular dividends are typically paid monthly, quarterly or annually. Yield as of 11/30/20 (updated monthly). Read our explanation of. (updated quarterly), % A lower number signifies lower volatility. Fund as of 9/30/20. Annual and Semi-Annual Reports may not reflect this change until a later date. N/A. Volitility measures reflect the uncertainty or risk of change in a security`s value. Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. Domiciled Country. (updated quarterly). AWSHX Dividend policy Active Price as of: DEC 10, 07:00 PM EDT $50.23 -0.12 0% primary theme U.S. Large-Cap Blend Equity share class A (AWSHX) A (AWSHX) Primary Other (WSHFX) C (WSHCX) C (CWMCX) A (CWMAX) Other (CWMEX) Retirement (RWMFX) Retirement (RWMEX) Retirement (RWMAX) Retirement (RWMBX) … Due to differing calculation methods, the figures shown here may differ from those calculated by Morningstar. A measure of 100 indicates that all of the return can be explained by movements in the benchmark. Investors cannot invest directly in an index. The shaded area represents the center 75% of the fund's assets, and it provides an intuitive visual representation of the area of the market in which the fund invests. Investing for short periods makes losses more likely. A portfolio's Ownership Zone™ is derived by plotting each stock in the fund's portfolio within the proprietary Morningstar Style Box™. American Funds Washington Mutual Investors Fund. Vanguard has a mix of popular bond mutual funds and ETFs. Over a period of time, the shape and location of a fund's ownership zone may vary. FWMIX | A complete American Funds Washington Mutual Investors Fund;F3 mutual fund overview by MarketWatch. Mar 15, 2000. 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 … N/A. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. DE Domiciled Country. This includes shares of money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public. Other. Excludes certain securities in initial period of acquisition. SEP IRAs. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. These retirement accounts offer outstanding tax savings for investors. Calculated by Morningstar. The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. Other. Primarily invests in common stocks and securities convertible into common stocks. Manager. Analyze the Fund American Funds Washington Mutual Investors Fund Class A having Symbol AWSHX for type mutual-funds and perform research on other mutual funds. Financial advisors say reshaping your portfolio can mitigate losses during downturns. Lipper ratings for Expense reflect funds’ expense minimization relative to peers with similar load structures. 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. Fund Family Name. S&P 500: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. The Morningstar Ratings are based on the share classes of each underlying fund held by the series; other underlying fund share classes may have different performance characteristics. Jan 27, 2017. Investors are more interested in investing in the pharmaceutical industry in 2020. It is also a class A fund with a 5.75% load for small purchases, although it too has multiple share classes that are available in different plans. Research information including asset allocation, sector weightings and top holdings for American Funds Washington Mutual Fund. SIMPLE IRAs. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Investors cannot invest directly in an index. American Funds Washington Mutual Investors Fund. B. 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. Share Class. Holdings are as of 9/30/2020 (updated quarterly). Share Class. 401(k) Plans. The best retirement funds offer investors both income and growth for a secure tomorrow. USD. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds … The fund's investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. Retail Quarterly Statistical Update 3Q 2020, results and yields without fee waiver and/or expense reimbursement, the effect of a capital gain on a fund's price, Sign up for paperless delivery of documents, Lipper Growth & Income There may have been periods when the results lagged the index(es). Figures shown are past results and are not predictive of results in future periods. Powered by American Funds our equity and fixed-income mutual funds are designed with a long-term investment focus. MSCI breaks out each company’s reported revenues into country-by-country estimates. View mutual fund news, mutual fund market and mutual fund … American Funds Washington Mutual Investors Fund. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Share Class. And while the fund has risks, Morningstar notes that it, “[t]ries to mitigate them with stock-picking. Shares Outstanding. Lipper ratings for Consistent Return reflect funds’ historical risk-adjusted returns at NAV, adjusted for volatility, relative to peers. Generally the higher the R-squared measure, the more reliable the beta measurement will be. Market data provided by Xignite. Current and Historical Performance Performance for Washington Mutual Invs Fd Cl A on Yahoo Finance. Retirees may need a fresh perspective on portfolio income. Lipper ratings for Tax Efficiency reflect funds’ historical success in postponing taxable distributions relative to peers. Mar 01, 2002. 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. Contact U.S. News Best Funds. United States. 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. Hier werden Grundinformationen zum American Funds Washington Mutual Investors Fund Class A-Fonds in Echtzeit bereitgestellt. View & analyze the AWSHX fund chart by total assets, risk rating, Min. Summary. Jul 31, 1952. 403(b) Plans. A fund that is concentrated will have a small ownership zone relative to the area of the style box, and broadly diversified fund will have an ownership zone that stretches across many sizes and style. 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. of net assets as of 9/30/2020 Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Returns. Shares Outstanding. A disciplined approach to growth-and-income investing. RWMHX | A complete American Funds Washington Mutual Investors Fund;R5E mutual fund overview by MarketWatch. A beta lower than 1 suggests that a return was less volatile than the market. The distribution rate is expressed as a percentage of the current price. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. American Funds. Beta: Beta relatively measures sensitivity to market movements over a specified period of time. Currency. Lipper Category as of 11/30/20 (updated quarterly). 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. 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. Returns shown at net asset value (NAV) have all distributions reinvested. Income investors face a challenging market with record-low yields. Experts share their insights on how 2020 will shape the financial advice industry. USD. View results and yields without fee waiver and/or expense reimbursement. 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. View mutual fund news, mutual fund market and mutual fund interest rates. (updated quarterly), % Finances After 40. Adjusted for stock splits. A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry. Manager. 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. Read details about how waivers and/or reimbursements affect the results for each fund. Fund Family Name. American Funds. Special dividends are distributed with the last dividend payment at the end of the calendar year. See risk data for American Funds Washington Mutual Fund (AWSHX). A. American Funds. Domiciled Country. Recent market shifts mean bond investors need to change their approach. of net assets as of 9/30/2020 United States. 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. American Funds Washington Mutual Investors A debuted in July of 1952. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Outstanding tax savings for investors these retirement accounts offer outstanding tax savings for investors returns! [ t ] ries to mitigate them with stock-picking generally the higher P/E! Anticipated current year ex-dividend date schedule for all fund ( AWSHX ) yields. 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