American Funds Washington Mutual R6 RWMGX
Release Date: 03-31-2020
American Funds Washington Mutual R6 RWMGX
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Benchmark
Overall Morningstar RatingTM
Morningstar Return
Morningstar Risk
Russell 1000 TR USD
QQQQ
Above Average
Below Average
Out of 1214 Large Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a
weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.
Investment Information
Investment Objective & Strategy from investment's prospectus
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.
Fees and Expenses as of 07-01-19
Prospectus Gross Expense Ratio Total Annual Operating Exp per $1000 Maximum Sales Charge 12b-1 Fee Redemption Fee/Term
0.27 % $ 2.70
. . .
Portfolio Manager(s)
Alan N. Berro, CFA. B.A., University of California, Los Angeles. M.B.A., Harvard University. Jeffrey T. Lager, CFA. M.B.A., Stanford Graduate School of Business. M.A., Stanford University. B.S., Stanford University.
Operations and Management
Fund Inception Date 05-01-09
Management Company Capital Research and Management
Company
Telephone
800-421-4225
Web Site
Issuer
American Funds
Category Description: Large Blend
Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. Stocks in the top 70% of the capitalization of the US equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index.
Volatility And Risk
Investment
Low
Moderate
High
Category
Best 3 Month Return
13.04% (Jul '09 - Sep '09)
Worst 3 Month Return
-21.47% (Jan '20 - Mar '20)
Performance as of 03-31-20
YTD
1 Year
3 Year
5 Year
10 Year
40 30 20 10 0 -10 -20 -30
Since Inception
Total Return % as of 03-31-20
Investment Benchmark
Average annual, if greater than 1 year
-21.47
-10.45
3.57
5.67
9.96
11.88
Investment Return %
-20.22
-8.03
4.64
6.22
10.39
12.68
Benchmark Return %
.............-.2..0....9..2...................-.9....9..7....................2....8..0....................4....4..6....................8....8..4..................1..0....6..1....................C..a..t.e..g..o..r.y...A..v..e..r.a..g..e...%.......
.
.
QQQ QQQQ QQQQ
.
Morningstar RatingTM
.
.
1214
1048
800
.
# of Funds in Category
The perfoYrmTDance data quYoTtDed reflects paYsTDt performanceYTaDnd is calculaYtTeDd according tYoTMD orningstar's methodology. For new share classes of an investment, the performance reflected for periods prior to the inception date of such class may have been calculated using the historical returns of the original share class, and in such cases is displayed in italics. The historical returns of the original share class are adjusted to reflect differences in fees when the newer share class has higher fees than the oldest share class but are not adjusted when the newer class has lower fees. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower than the performance data quoted. For the most recent month end performance information, please call 1-800-922-9945, or visit rps..
Portfolio Analysis
Composition as of 12-31-19
U.S. Stocks Non-U.S. Stocks Bonds Cash Other
% Assets
87.8 8.2 0.0 3.7 0.3
Morningstar Equity Style BoxTM as of 12-31-19
% Market Cap
Large Mid Small
.G..i.a..n..t.......................................5..6.....4..5.
Large
38.81
Medium
4.58
.S..m...a..l.l........................................0.....1..6.
Value Blend Growth
Micro
0.00
Top 10 Holdings as of 12-31-19
% Assets
Microsoft Corp
6.14
Broadcom Inc
3.26
Comcast Corp Class A
3.07
UnitedHealth Group Inc
2.98
I.n..t..e..l..C..o..r.p...................................................................................2....8..1.
Boeing Co
2.47
CME Group Inc Class A
2.22
Northrop Grumman Corp
2.20
Merck & Co Inc
2.14
JPMorgan Chase & Co
2.11
.......................................................................................................
Total Number of Stock Holdings
156
Total Number of Bond Holdings
0
Turnover Ratio %
25.00
Total Assets ($mil)
101,544.48
Morningstar Sectors as of 12-31-19
% Fund
h ........C...y.c..l.i.c..a..l...........................................................................2..8....2..0.
r Basic Materials
3.06
t Consumer Cyclical
5.58
y Financial Services
18.28
u Real Estate
1.28
j ........S...e..n..s..it..i.v.e..........................................................................4..6....5..9.
i Communication Services
7.83
o Energy
7.92
p Industrials
14.07
a Technology
16.77
.k.......D...e..f.e..n..s..i.v..e........................................................................2..5....2..2.
s Consumer Defensive
6.49
d Healthcare
15.88
f Utilities
2.85
Principal Risks For more information on the risks presented, please refer to
RISK.pdf
Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Issuer, Market/ Market Volatility, Equity Securities
RWMGX
?2020 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .
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