Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | RWMGX Insights | RWMGX Score | RWMGX Performance | RWMGX News | RWMGX Allocation | RWMGX Holdings Change

American Funds Washington Mutual R6 Fund (RWMGX)

Fund performance review and position details on American Funds Washington Mutual R6 Fund (RWMGX)

    Last Trade: $ on , Change: (0%)

American Funds Washington Mutual R6 Fund (RWMGX) HighlightAmerican Funds Washington Mutual R6 Fund (RWMGX) Fund Summary

American Funds Washington Mutual R6 Fund (RWMGX) statistics as of May 30, 2016

Category: Large Value
Fund Family: American Funds
Net Asset: $79.32B
Yield: 2.25%
Year-to-Date Return: 4.01%
Morningstar rating: 5

 

American Funds Washington Mutual R6 Fund (RWMGX) CostAmerican Funds Washington Mutual R6 Fund (RWMGX) Cost

American Funds Washington Mutual R6 Fund (RWMGX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Large Value average): 0.30% (1.10%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 24.00%

 

American Funds Washington Mutual R6 Fund (RWMGX) PerformanceAmerican Funds Washington Mutual R6 Fund (RWMGX) Performance

Most current American Funds Washington Mutual R6 Fund (RWMGX) Performance

1-month Performance (Large Value category median performance): 0.94% (1.19%)
3-month Performance (Large Value category median performance): 8.53% (9.56%)
1 Year Performance (Large Value category median performance): 2.33% (-2.36%)
3 Year Performance (Large Value category median performance): 9.96% (7.81%)
5 Year Performance (Large Value category median performance): 11.35% (9.15%)
Number of Years of positive return: 6 years
Number of Years of negative return: 0 years
3 year Alpha (Large Value category average): -0.4 (-2.66)
3 year Beta (Large Value category average): 0.94 (0.98)
3 year Sharpe Ratio: 0.93
3 year Treynor: 10.51

American Funds Washington Mutual R6 Fund (RWMGX) topholdingTop Stock Holdings in American Funds Washington Mutual R6 Fund (RWMGX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Microsoft Corporation5.92%0.00%
Home Depot, Inc. (The) Common S4.66%0.00%
Verizon Communications Inc. Com3.71%0.00%
Coca-Cola Company (The) Common 3.16%0.00%
Boeing Company (The) Common Sto3.07%0.00%
Comcast Corporation2.83%0.00%
Lockheed Martin Corporation Com2.59%0.00%
Merck & Company, Inc. Common St2.42%0.00%
JP Morgan Chase & Co. Common St2.14%0.00%
Wells Fargo & Company Common St2.13%0.00%
*Note: The price change will reset to 0 after the midnight

 

American Funds Washington Mutual R6 Fund (RWMGX) Portfolio AllocationAmerican Funds Washington Mutual R6 Fund (RWMGX) Fund Portfolio Allocation

American Funds Washington Mutual R6 Fund (RWMGX) Fund Portfolio Allocation data as of 03/2016

Stock96.06%
Bond0.39%
Cash2.78%
Other0.77%

 

American Funds Washington Mutual R6 Fund (RWMGX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
American Funds Washington Mutual R62.339.9611.35
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare
American Century Equity Income A (TWEAX)9.189.609.79 Compare

See top fund managers for Large Value Category Funds

 

American Funds Washington Mutual R6 Fund (RWMGX) PerformanceOther Financial Data Web Sites on American Funds Washington Mutual R6 Fund (RWMGX)

Addition research sites for American Funds Washington Mutual R6 Fund (RWMGX)

 

American Funds Washington Mutual R6 Fund (RWMGX) Related ResourcesSee more information on American Funds Washington Mutual R6 (RWMGX) Fund

Popular pages on American Funds Washington Mutual R6 (RWMGX) Fund

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update