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FWMIX

American Fds Washington Mutual Investors Fund Class F-3

Mutual fund

$66.14+0.40 (+0.61%)Close Oct 2, 2026

Adjusted price

+8.69% total return, past year

Key statistics

Net assets
$218B
Expense ratio
0.26%
Share classes
18
52-week range
$58.76$69.52
From all-time high
−4.87%
Max drawdown
−34.65%
Volatility
16.46%
Sharpe ratio
0.82
Beta (5Y monthly)
0.79

Total

1M
−3.2%
YTD
+6.7%
1Y
+8.7%

Per year

3Y
+18.7%
5Y
+12.4%
Since 2017
+13.0%

Fund facts

As of Jul 31, 2026
Holdings
200
Top 10 holdings
30.7%
Stocks
95.5%
Cash
3.3%
Preferred stock
1.0%

Sectors

Information Technology
21.1%
Financials
15.3%
Health Care
12.8%
Industrials
12.2%
Consumer Staples
9.1%
Other
26.2%

Top holdings

HoldingWeight (%)
AVGOBroadcom Inc.6.5
MSFTMicrosoft Corporation4.8
PMPhilip Morris International Inc.3.7
Capital Group Central Cash Fund3.4
AAPLApple Inc.3.3
LLYEli Lilly and Company1.8
BACBank of America Corporation1.8
WELLWelltower Inc.1.8
MRSHMarsh & McLennan Companies, Inc.1.8
GOOGLAlphabet Inc.1.7

Annual returns

2017 from Jan 27 · 2026 through Oct 2