American Funds® Washington Mutual Investors FundSM - Class R-2

American Funds? Washington Mutual Investors FundSM - Class R-2

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

Release Date

03-31-24

Category

Large Blend

Investment Objective & Strategy

Portfolio Analysis

Composition as of 03-31-24

From the investment's prospectus

Investment

Moderate

High

Category

Risk Measures as of 03-31-24

3 Yr Std Dev

3 Yr Beta

Port Avg

Rel S&P 500

Rel Cat

14.99

0.81

0.85

.

0.86

0.85

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.

Morningstar Style Box? as of 03-31-24

Top 10 Holdings as of 03-31-24

% Assets

% Mkt Cap

Giant

42.30

Large

Medium

Small

41.08

16.28

0.34

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

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

Micro

Value Blend Growth

0.00

Morningstar Equity Sectors as of 03-31-24

% Fund

Broadcom Inc

Microsoft Corp

UnitedHealth Group Inc

Eli Lilly and Co

Marsh & McLennan Companies Inc

6.67

6.62

2.84

2.78

2.35

h Cyclical

27.27

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

r Basic Materials

2.48

t Consumer Cyclical

6.91

y Financial Services

16.35

u Real Estate

1.53

Comcast Corp Class A

The Home Depot Inc

Philip Morris International Inc

AbbVie Inc

JPMorgan Chase & Co

2.25

1.91

1.57

1.56

1.56

j Sensitive

45.38

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

i Communication Services

5.49

o Energy

4.97

p Industrials

11.66

a Technology

23.26

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

Volatility as of 03-31-24

Low

87.0

6.8

0.0

6.2

0.0

Small

Volatility and Risk

% Assets

U.S. Stocks

Non-U.S. Stocks

Bonds

Cash

Other

Large Mid

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.

k Defensive

27.35

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

s Consumer Defensive

7.04

d Healthcare

16.87

f Utilities

3.44

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

1.37% of fund assets

1.37% of fund assets

0.23%

0.75%

0.00%

0.39%

05-31-02

181,422.3

30.00

American Funds

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

.

Notes

Restated to reflect current fees.

?2024 Morningstar, Inc., Morningstar Investment Profiles? 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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13.481-124 (04/24)

CN3265965_1225

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