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RWMBX:NASDAQ

American Funds Washington Mutual Investors Fund Class R-2 – RWMBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
41.650.00 (0.00%)35.96 - 42.060.0

Market data as of 12:00AM 09/15/14. Quotes are delayed by at least 15 min.

Overview - RWMBX

The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. 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.

Growth of $10,000 (10 Years)

Total Return6.16%
Yield (Trailing 12 Mo.)1.34%
Expense Ratio1.35%
Front LoadNone
Deferred LoadNone
Minimum Investment$250.00
Management Tenure17 Years
Fund Inception05/31/2002

Trailing Total Returns - RWMBX

as of 08/31/2014
TimeframeRWMBXS&P 500Large Value
1 Month3.97%4.00%3.55%
3 Month3.28%4.68%3.93%
Year-to-Date7.93%9.89%8.72%
1 Year22.07%25.25%22.17%
3 Year18.47%20.61%19.16%
5 Year15.73%16.88%14.97%
10 Year6.95%8.38%7.61%
Since Inception6.16%10.69%--

Sector Allocation - RWMBX

as of 08/31/2014
Basic Materials
 
4.09%
Consumer Cyclical
 
11.02%
Financial Services
 
14.17%
Real Estate
 
0.00%
Consumer Defensive
 
9.56%
Healthcare
 
10.66%
Utilities
 
3.37%
Communication Services
 
5.66%
Energy
 
12.23%
Industrials
 
19.17%
Technology
 
10.07%

Asset Allocation - RWMBX

as of 08/31/2014
By PercentShort0%LongNet
Stock--
 
 
89.1689.16
Bond--
 
 
0.000.00
Other--
 
 
0.010.01
Foreign Stock--
 
 
8.388.38
Foreign Bond--
 
 
0.000.00
Total--97.5597.55
Cash--
 
 
2.452.45
Total Net Assets$75.58B
Total Stock Holdings111
Total Bond Holdings0

Top Ten Holdings - RWMBX

as of 08/31/2014
CompanyYTD Return% of Assets
MSFT22.77%5.01%
BA-6.46%4.23%
HD12.41%3.87%
MRK21.22%3.73%
WFC15.79%3.60%
RDS.B15.78%3.51%
AXP-0.32%2.82%
KO2.28%2.55%
CVX4.62%2.55%
VZ4.52%2.50%

Valuation & Growth - RWMBX

as of 08/31/2014
ValuationRWMBXCategory Range
Price/Earnings18.71
Price/Book2.92
Price/Sales1.73
Price/Cash Flow10.81
Dividend Yield2.59
LT Earnings9.26
Historical Earnings11.37
Sales Growth3.18
Cash-Flow Growth5.25
Book-Value Growth7.42
Key:  Lo 
 Hi

Morningstar Summary - RWMBX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskBelow Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - RWMBX, 3 Year Avg

Pretax Return18.47%
Tax-adjusted Return17.64%
Tax Cost Ratio0.70%
Potential Cap Gains43.02%

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