This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. Tax Efficiency offers no benefit to investors in tax-sheltered accounts such as 401(k) plans. Quality stocks often command higher prices, so this fund sometimes shows higher average valuation metrics than typical large-value funds.” The fund has returned 9.03 percent over the past five years and 11.21 percent over the past decade. ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS. Inception Date. Inception Date. Other. Find real-time RWMGX - American Funds Washington Mutual Investors Fund Class R-6 stock quotes, company profile, news and forecasts from CNN Business. It is also a class A fund with a 5.75% load for small purchases, although it too has multiple share classes that are available in different plans. This information is provided in detail in the shareholder reports. Read details about how waivers and/or reimbursements affect the results for each fund. Seeks to be fully invested and avoids companies that primarily derive … (updated quarterly), % 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. N/A. Current and future results may be lower or higher than those shown. This information is provided in detail in the shareholder reports. Shares Outstanding. Generally the higher the R-squared measure, the more reliable the beta measurement will be. ©2020 Morningstar, Inc. All Rights Reserved. Notice: American Funds Tax-Advantaged Growth and Income Portfolio SM has been renamed, effective … Daily Prices & Yields. MUTUAL FUND RESOURCES. FWMIX | A complete American Funds Washington Mutual Investors Fund;F3 mutual fund overview by MarketWatch. Currency. Fund Prospectuses & Reports. Share Class: Each share class available for a fund has different fees and expense structures, but all of the classes for a particular fund invest in the same pool of securities. The information shown does not include cash and cash equivalents. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. Contact U.S. News Best Funds. (updated quarterly), % 16, 2020. Income investors face a challenging market with record-low yields. Share Class. American Funds. Analyze the Fund American Funds Washington Mutual Investors Fund Class A having Symbol AWSHX for type mutual-funds and perform research on other mutual funds. The best retirement funds offer investors both income and growth for a secure tomorrow. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. Fund Family Name. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. MSCI breaks out each company’s reported revenues into country-by-country estimates. A disciplined approach to growth-and-income investing. Returns for one year or less are not annualized, but calculated as cumulative total returns. Investing for short periods makes losses more likely. Funds Average. Planning LIFE MOMENTS. Annual and Semi-Annual Reports may not reflect this change until a later date. United States. American Funds Washington Mutual A's objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. When a special dividend is paid 's how one portfolio manager is approaching the market watch. 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