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RWMBX

American Funds Washington Mutual Investors Fund Class R-2

Mutual fund

$64.52+0.39 (+0.61%)Close Oct 2, 2026

Adjusted price

+7.54% total return, past year

Key statistics

Net assets
$218B
Expense ratio
1.35%
Share classes
18
52-week range
$57.63$67.91
From all-time high
−4.99%
Max drawdown
−54.49%
Volatility
17.43%
Sharpe ratio
0.55
Beta (5Y monthly)
0.79

Total

1M
−3.2%
YTD
+5.9%
1Y
+7.5%

Per year

3Y
+17.5%
5Y
+11.1%
10Y
+12.2%
20Y
+8.9%
Since 2002
+8.3%

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

2002 from May 31 · 2026 through Oct 2