Washington Mutual Investors Fund R-5

Frequently Asked Questions About RWMFX

What does RWMFX invest in?

This fund primarily allocates its capital to the equity shares of well-established corporations. These companies are either traded on the New York Stock Exchange or fulfill its stringent financial listing requirements, and exhibit a consistent history of robust earnings and dividend distributions. The fund's manager aims to maintain a broadly diversified and fully invested portfolio, composed predominantly of premium-grade common stocks.

What is the expense ratio of RWMFX?

Washington Mutual Investors Fund R-5 (RWMFX) charges an expense ratio of 0.31%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RWMFX?

Washington Mutual Investors Fund R-5 (RWMFX) 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 RWMFX actively managed or an index fund?

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

When was RWMFX launched?

Washington Mutual Investors Fund R-5 (RWMFX) launched in July 1952 and is managed by Capital Group.

How has RWMFX performed?

RWMFX'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.