American Funds Washington Mutual Investors Fund Class R-2 (RWMBX)

$60.28
F Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds Washington Mutual Investors Fund Class R-2 33 0.96 7.51% -10.54% 1.35%
U.S. All Cap 35 1.01 9.62% - -

* 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 7.34% 9.20% -1.86%
Year-to-Date 7.51% 9.62% -2.11%
1 Year 20.61% 0.00% 20.61%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

33%

(very high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 33% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 1.35%

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

Total fees paid

$1,669

Real cost (fees + lost compounding)

$2,070

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
-5.35%