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Morningstar

American Funds Washington Mutual R1 RWMAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 54.96  /  0.00
  • Total Assets 160.6 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.13%
  • Turnover 30%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

Morningstar’s Analysis RWMAX

Will RWMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RWMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RWMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RWMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling option for risk-averse investors.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Notable investment talent and a time-tested approach back American Funds Washington Mutual’s High People and Above Average Process ratings.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RWMAX

More RWMAX Holdings
  • Current Portfolio Date
  • Equity Holdings 193
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.12
9,372,860,246
Technology

Microsoft Corp

6.04
9,248,826,489
Technology

UnitedHealth Group Inc

3.31
5,067,829,483
Healthcare

Capital Group Central Cash Fund

2.92
4,480,213,121
Cash and Equivalents

Comcast Corp Class A

2.76
4,233,420,339
Communication Services

Marsh & McLennan Companies Inc

2.63
4,021,355,469
Financial Services

Eli Lilly and Co

2.35
3,605,077,980
Healthcare

Northrop Grumman Corp

1.87
2,857,239,836
Industrials

The Home Depot Inc

1.78
2,726,525,954
Consumer Cyclical

Philip Morris International Inc

1.78
2,720,562,546
Consumer Defensive