American Funds Washington Mutual R6 RWMGX

[Pages:1]Release Date: 09-30-2021

American Funds Washington Mutual R6 RWMGX

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Benchmark

Overall Morningstar RatingTM

Morningstar Return

Morningstar Risk

Russell 1000 TR USD

QQQ

Below Average

Low

Out of 1257 Large Blend funds. 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 for details.

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 07-01-21

Prospectus Net Expense Ratio Total Annual Operating Expense Maximum Sales Charge 12b-1 Fee Redemption Fee/Term

0.27% 0.27%

. . .

Waiver Data

Type

.

.

Exp. Date

%

.

.

Operations and Management

Fund Inception Date

05-01-09

Portfolio Manager(s)

Alan N. Berro, CFA

Jeffrey T. Lager, CFA

Name of Issuer

American Funds

Telephone

800-421-4225

Web Site



Benchmark Description: Russell 1000 TR USD

The index measures the performance of the large-cap segment of the US equity securities. It is a subset of the Russell 3000 index and includes approximately 1000 of the largest securities based on a combination of their market cap and current index membership.

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.

Performance

60

Total Return%

45

as of 09-30-21

30

Investment

15

Benchmark

0

-15

-30

-45

Average annual, if greater than 1 year.

YTD

1 Year

3 Year

5 Year

10 Year

Since Inception

15.13

28.35

12.45

14.21

14.57

14.54

Fund Return %

15.13

28.35

12.45

14.21

14.57

14.54

Load-Adj. Return %

15.19

30.96

16.43

17.11

16.76

16.17

Benchmark Return %

..............1..5....0..0..................2..9....9..4..................1..4....3..4..................1..5....2..8..................1..5....1..2..................1..3....8..4....................C..a..t.e..g..o..r.y...A..v..e..r.a..g..e...%.......

.

.

QQ

QQQ

QQQ

.

Morningstar RatingTM

.

.

1257

1102

812

.

# of Funds in Category

Quarter End Returns as of 09-30-21

Fund ReturnYT%D

YTD

Standardized Return %

YTD

15Y.T1D3 15.13

1 Year

2Y8T.D35 28.35

3 Year

1Y2T.D45 12.45

5 Year

Y1T4D.21 14.21

10 Year

14.57 14.57

Since Inception

14.54 14.54

Performance Disclosure: The performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate; thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted herein. For performance data current to the most recent month-end please visit the website listed under Operations and Management on this page.

Portfolio Analysis as of 06-30-21

Composition as of 06-30-21

U.S. Stocks Non-U.S. Stocks Bonds Cash Other

% Assets

88.3 8.0 0.0 3.1 0.6

Morningstar Equity Style BoxTM as of 06-30-21

% Mkt Cap

Large Mid Small

.G..i.a..n..t.......................................4..6.....7..0.

Large

39.83

Medium

13.25

.S..m...a..l.l........................................0.....2..3.

Micro

0.00

Value Blend Growth

Top 10 Holdings as of 06-30-21

% Assets

Microsoft Corp

5.61

Broadcom Inc

4.92

Comcast Corp Class A

4.46

UnitedHealth Group Inc

3.33

B...l.a..c..k.R...o..c..k...I.n..c...........................................................................2....3..5.

Marsh & McLennan Companies Inc

2.06

CME Group Inc Class A

1.91

JPMorgan Chase & Co

1.90

The Home Depot Inc

1.86

CVS Health Corp

1.80

.......................................................................................................

Total Number of Stock Holdings

183

Total Number of Bond Holdings

0

Annual Turnover Ratio %

24.00

Total Fund Assets ($mil)

153,902.37

Morningstar Sectors as of 06-30-21

% Fund S&P 500 %

.h.......C...y.c..l.i.c..a..l.........................................................3..2....8..8............3..0....9..4.

r Basic Materials

4.54 2.15

t Consumer Cyclical

6.10 12.10

y Financial Services

20.18 14.11

u Real Estate

2.06 2.58

.j.......S...e..n..s..it..i.v.e........................................................4..1....5..4............4..7....0..5.

i Communication Services

8.26 11.29

o Energy

5.43 2.75

p Industrials

11.08 8.38

a Technology

16.77 24.63

.k.......D...e..f.e..n..s..i.v..e......................................................2..5....5..9............2..2....0..1.

s Consumer Defensive

5.56 6.21

d Healthcare

16.79 13.34

f Utilities

3.24 2.46

Principal Risks as of 06-30-21 Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Income, Issuer, Market/Market Volatility, Equity Securities

?2021 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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