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Morningstar

American Funds Washington Mutual R4 RWMEX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 53.05  /  0.75 %
  • Total Assets 154.2 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.79%
  • Turnover 19%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RWMEX

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.

A solid, conservative option.

Senior Analyst

Summary

| by Stephen Welch

Plenty of proven strengths earn American Funds Washington Mutual’s cheapest share classes a Morningstar Analyst Rating of Gold, while pricier ones land at Silver.

Unlock our full analysis with Morningstar Investor