Morningstar

American Funds Washington Mutual Investors Fund Class R-2 RWMBX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 65.98  /  +0.53 %
  • Total Assets 219.0B
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 0.51%
  • Turnover 29%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RWMBX

Will RWMBX outperform in the 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 RWMBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RWMBX 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 RWMBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A disciplined approach built to endure.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds Washington Mutual benefits from a seasoned management team, deep resources, and a time-tested investment approach, making it a solid large-cap option.

by Stephen Welch
Rated on Published on

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Portfolio Holdings RWMBX

More RWMBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.99 12B
Technology

Microsoft Corp

4.57 9B
Technology

Philip Morris International Inc

3.70 7B
Consumer Defensive

Capital Group Central Cash Fund

3.35 7B
Cash and Equivalents

Apple Inc

2.44 5B
Technology

Marsh

1.74 3B
Financial Services

Eli Lilly and Co

1.73 3B
Healthcare

Welltower Inc

1.68 3B
Real Estate

RTX Corp

1.62 3B
Industrials

Northrop Grumman Corp

1.60 3B
Industrials

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