- 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?
- American Funds Washington Mutual R5 (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?
- American Funds Washington Mutual R5 (RWMFX) 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 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?
- American Funds Washington Mutual R5 (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.
