American Funds Washington Mutual Investors Fund Class R-4 (RWMEX)

$48.40
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds Washington Mutual Investors Fund Class R-4 13 0.86 22.42% -0.72% 0.65%
U.S. Large Cap 15 0.99 27.61% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.96% 6.03% -1.07%
Year-to-Date 22.42% 27.61% -5.19%
1 Year 17.99% 21.60% -3.62%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

13%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 13% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.65%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$832

Real cost (fees + lost compounding)

$1,028

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
-1.10%