Washington Mutual Investors Fund - Class F-3

Frequently Asked Questions About FWMIX

What does FWMIX invest in?

This fund's main strategy involves allocating capital primarily to the common shares of well-established companies. These enterprises either trade on the New York Stock Exchange or satisfy its rigorous financial requirements, and they consistently exhibit a strong history of profitability and dividend distribution. The fund's advisor strives to keep the portfolio fully invested and broadly diversified, predominantly featuring top-tier equity holdings.

What is the expense ratio of FWMIX?

Washington Mutual Investors Fund - Class F-3 (FWMIX) charges an expense ratio of 0.26%. This is the annual fee deducted from fund assets to cover management and operations.

How big is FWMIX?

Washington Mutual Investors Fund - Class F-3 (FWMIX) manages $210.19B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is FWMIX actively managed or an index fund?

FWMIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was FWMIX launched?

Washington Mutual Investors Fund - Class F-3 (FWMIX) launched in July 1952 and is managed by Capital Group.

How has FWMIX performed?

FWMIX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.