American Funds® Washington Mutual Investors FundSM - …

[Pages:1]American Funds? Washington Mutual Investors FundSM - Class R-6 ReleaseDate

..............................................................................................................................................................................................................................................................................................0.9..-.3..0..-.2.3.................................. 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 09-30-23

Investment

Low

Moderate

High

Category

Risk Measures as of 09-30-23

3 Yr Std Dev

3 Yr Beta

Port Avg Rel S&P 500

15.84

0.89

0.85

.

Rel Cat

0.89

0.89

Portfolio Analysis

Composition as of 09-30-23

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

% Assets

90.3 6.6 0.0 3.1 0.0

Top 10 Holdings as of 09-30-23

% Assets

Broadcom Inc

6.12

Microsoft Corp

6.04

UnitedHealth Group Inc

3.31

Comcast Corp Class A

2.76

M....a..r.s..h...&....M...c..L..e..n..n..a..n...C...o..m...p..a..n..i.e..s...I.n..c........................................2....6..3.

Eli Lilly and Co

2.35

Northrop Grumman Corp

1.87

Philip Morris International Inc

1.78

The Home Depot Inc

1.78

JPMorgan Chase & Co

1.45

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

Important Information Please refer to the Morningstar Disclosure and Glossary document contained in your plan's eligibility package for additional information. You may always access the most current version of the Disclosure and Glossary at fundonepagerscolor/DisclosureGlossary.pdf

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

0.27% of fund assets 0.27% of fund assets 0.23%

. 0.00% 0.04% 05-01-09 153,207.1 30.00 American Funds

Notes Restated to reflect current fees.

Morningstar Style BoxTM as of 09-30-23

% Mkt Cap

Large Mid Small

G...i.a..n..t.........................................3..8.....5..0.

Large

44.53

Medium

16.71

S...m...a..l.l..........................................0.....2..5.

Value Blend Growth

Micro

0.00

Morningstar Equity Sectors as of 09-30-23

% Fund

h ........C..y..c..l.i.c.a..l.............................................................................2..6....4..4.

r Basic Materials

3.17

t Consumer Cyclical

6.77

y Financial Services

14.64

u Real Estate

1.86

j ........S..e..n..s..i.t.i.v..e...........................................................................4..4....3..0.

i Communication Services

5.58

o Energy

6.23

p Industrials

11.52

a Technology

20.97

k ........D..e..f.e..n...s.i.v..e..........................................................................2..9....2..6.

s Consumer Defensive

8.28

d Healthcare

17.86

f Utilities

3.12

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

.

?2023 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 .

?

13.1990-323 (10/23) CN1943339_1223

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

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download