American Funds Washington Mutual's old-school style isn't always in fashion but it's still rewarding through market cycles. Its cheapest share classes earn a Morningstar Analyst Rating of Gold, while its pricier shares get Silver.
American Funds Washington Mutual R4 RWMEX
NAV / 1-Day Return
55.21
/
0.09
%
Total Assets
150.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.620%
Expense Ratio
0.620%
Fee Level
Low
Longest Manager Tenure
23.78
years
Category
Large Blend
Investment Style
Large ValueMin. Initial Investment
250
Status
Open
TTM Yield
1.56%
Turnover
30%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will RWMEX 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 RWMEX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RWMEX 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 RWMEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still rewarding over the long term.
