American Funds® Washington Mutual Investors FundSM - …
[Pages:1]American Funds? Washington Mutual Investors FundSM - Class R-5 ReleaseDate
..............................................................................................................................................................................................................................................................................................0.6..-.3..0..-.2.1.................................. Category Large Blend
Investment Objective & Strategy
From the 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.
Volatility and Risk
Volatility as of 06-30-21
Investment
Low
Moderate
High
Category
Risk Measures as of 06-30-21
3 Yr Std Dev
3 Yr Beta
Port Avg Rel S&P 500
17.07
0.92
0.90
.
Rel Cat
0.90
0.90
Portfolio Analysis
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
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
Principal Risks Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Growth Investing, Active Management, Income, Issuer, Market/Market Volatility, Equity Securities
Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.
Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.
Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio % Fund Family Name
Notes
0.32% of fund assets 0.32% of fund assets 0.23%
. 0.00% 0.09% 05-15-02 156,453.0 24.00 American Funds
Morningstar 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.
Value Blend Growth
Micro
0.00
Morningstar Equity Sectors as of 06-30-21
% Fund
h ........C...y.c..l.i.c..a..l............................................................................3..2....8..8.
r Basic Materials
4.54
t Consumer Cyclical
6.10
y Financial Services
20.18
u Real Estate
2.06
j ........S...e..n..s..it..i.v.e...........................................................................4..1....5..4.
i Communication Services
8.26
o Energy
5.43
p Industrials
11.08
a Technology
16.77
k ........D...e..f.e..n..s..i.v..e.........................................................................2..5....5..9.
s Consumer Defensive
5.56
d Healthcare
16.79
f Utilities
3.24
Waiver Data
Type
.
.
Exp. Date
%
.
.
Portfolio Manager(s)
Alan Berro, CFA. Since 1997.
Jeffrey Lager, CFA. Since 2004.
................................................................................................
Advisor
Capital Research and
Management Company
Subadvisor
.
?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 .
?
13.300-221 (07/21) CN1028811_1221
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