Nasdaq - Delayed Quote USD

American Funds Washington Mutual R2 (RWMBX)

58.93 -0.04 (-0.07%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 58.97
  • YTD Return 7.96%
  • Expense Ratio 0.27%
  • Category Large Blend
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 178.93B
  • Beta (5Y Monthly) 0.82
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.18
  • Inception Date Oct 30, 2020

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

American Funds

Fund Family

Large Blend

Fund Category

178.93B

Net Assets

2020-10-30

Inception Date

Performance Overview: RWMBX

Trailing returns as of 6/14/2024. Category is Large Blend.

YTD Return

RWMBX
7.96%
Category
5.31%
 

1-Year Return

RWMBX
23.11%
Category
20.31%
 

3-Year Return

RWMBX
8.03%
Category
6.48%
 

5-Year Return

RWMBX
12.43%
Category
11.78%
 

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Holdings: RWMBX

Top 10 Holdings (30.73% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 6.79%
MSFT
Microsoft Corporation 6.73%
LLY
Eli Lilly and Company 2.87%
UNH
UnitedHealth Group Incorporated 2.85%
MMC
Marsh & McLennan Companies, Inc. 2.40%
CMCSA
Comcast Corporation 2.27%
HD
The Home Depot, Inc. 1.93%
JPM
JPMorgan Chase & Co. 1.67%
ABBV
AbbVie Inc. 1.62%
PM
Philip Morris International Inc. 1.60%

Sector Weightings

SectorRWMBX
Technology   23.02%
Healthcare   16.67%
Industrials   11.72%
Energy   5.28%
Utilities   3.55%
Real Estate   1.48%

Recent News: RWMBX

Research Reports: RWMBX

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