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American Funds Washington Mutual F3 (FWMIX)

65.12 +0.34 (+0.52%)
At close: 6:05 PM EDT
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DELL
  • Previous Close 64.78
  • YTD Return 19.20%
  • Expense Ratio 0.26%
  • Category Large Blend
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 192.48B
  • Beta (5Y Monthly) 0.82
  • Yield 1.67%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.75
  • 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

192.48B

Net Assets

2020-10-30

Inception Date

Performance Overview: FWMIX

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Trailing returns as of 10/15/2024. Category is Large Blend.

YTD Return

FWMIX
19.20%
Category
5.31%
?

1-Year Return

FWMIX
32.78%
Category
20.31%
?

3-Year Return

FWMIX
12.95%
Category
6.48%
?

5-Year Return

FWMIX
14.06%
Category
11.78%
?

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Holdings: FWMIX

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Top 10 Holdings (30.11% of Total Assets)

SymbolCompany% Assets
AVGO
AVGO 6.43%
MSFT
MSFT 6.33%
LLY
LLY 3.06%
UNH
UNH 2.97%
MMC
MMC 2.27%
AAPL
AAPL 2.18%
PM
PM 1.85%
CMCSA
CMCSA 1.76%
GOOG
GOOG 1.64%
JPM
JPM 1.62%

Sector Weightings

Recent News: FWMIX

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Research Reports: FWMIX

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