American Funds Washington Mutual's seasoned crew plies a time-tested approach, earning High People and Above Average Process ratings.
American Funds Washington Mutual R5 RWMFX
- NAV / 1-Day Return 64.42 / +0.77 %
- Total Assets 192.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.310%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 250
- Status Open
- TTM Yield 1.62%
- Turnover 31%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis RWMFX
Will RWMFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 6.43 | 11.7 Bil | Technology |
Microsoft Corp | 6.33 | 11.5 Bil | Technology |
Capital Group Central Cash Fund | 3.94 | 7.2 Bil | Cash and Equivalents |
Eli Lilly and Co | 3.06 | 5.6 Bil | Healthcare |
UnitedHealth Group Inc | 2.97 | 5.4 Bil | Healthcare |
Marsh & McLennan Companies Inc | 2.27 | 4.1 Bil | Financial Services |
Apple Inc | 2.18 | 4.0 Bil | Technology |
Philip Morris International Inc | 1.85 | 3.4 Bil | Consumer Defensive |
Comcast Corp Class A | 1.76 | 3.2 Bil | Communication Services |
Alphabet Inc Class C | 1.64 | 3.0 Bil | Communication Services |