- 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?
- American Funds Washington Mutual F3 (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?
- American Funds Washington Mutual F3 (FWMIX) manages $217.88B 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?
- American Funds Washington Mutual F3 (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.
