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American Funds Washington Mutual R6 (RWMGX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds Washington Mutual R6 (RWMGX) Fund

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

 

Graph of American Funds Washington Mutual R6 Fund (RWMGX) ManagerFund Manager - Alan P. Berro

Fund Manager Information

Fund Manager Tenure: 20.5 years
Similar Funds: RWMAX  RWMBX  RWMCX  RWMEX  RWMFX 
Fund Family: American Funds
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)

 

Graph of American Funds Washington Mutual R6 Fund (RWMGX) ProfileAmerican Funds Washington Mutual R6 Fund (RWMGX) Profile

Fund Profile and Description

American Funds Washington Mutual R6 Fund seeks income and opportunity for growth of principal consistent with sound common stock investing. American Funds Washington Mutual R6 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. In the selection of securities, current and potential yields as well as the potential for long-term capital appreciation are considered.

 

American Funds Washington Mutual R6 (RWMGX) Fund Strength What we like about American Funds Washington Mutual R6 (RWMGX) Fund

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

  • American Funds Washington Mutual R6 Fund (RWMGX) management has been with American Funds Washington Mutual R6 Fund for 20.5 years
  • American Funds Washington Mutual R6 Fund (RWMGX) has good short-term performance (1-year return 2.33% vs -2.36% Large Value category median performance)
  • American Funds Washington Mutual R6 Fund (RWMGX) has good mid-term performance (3-year return 9.96% vs 7.81% Large Value category median performance)
  • American Funds Washington Mutual R6 Fund (RWMGX) has good Long-term performance (5-year return 11.35% vs 9.15% Large Value category median performance)
  • American Funds Washington Mutual R6 Fund (RWMGX) ratio of up-years vs down years is greater than 2
  • American Funds Washington Mutual R6 Fund (RWMGX) has a Morningstar rating of 4 and above
  • Asset base in American Funds Washington Mutual R6 Fund (RWMGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds Washington Mutual R6 Fund (RWMGX) has an annual stock turnover rate of 24.00% vs Large Value average of 44.24%. It is good that American Funds Washington Mutual R6 management does not trade extensively for its return.
  • American Funds Washington Mutual R6 Fund (RWMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.74, lower than category average of 11.7
  • American Funds Washington Mutual R6 Fund (RWMGX) has a lower expense ratio than its Large Value average: 0.30% vs 1.10%
  • American Funds Washington Mutual R6 Fund (RWMGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds Washington Mutual R6 Fund (RWMGX) Weakness What we are cautious about American Funds Washington Mutual R6 (RWMGX) Fund

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

See American Funds Washington Mutual R6 Fund (RWMGX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds Washington Mutual R64.012.339.9611.35
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare
American Century Equity Income A (TWEAX)9.869.189.609.79Compare

See top fund managers for Large Value Category Funds

 

Compare American Funds Washington Mutual R6 Fund (RWMGX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of American Funds Washington Mutual R6 Fund (RWMGX) Net Asset TrackingAmerican Funds Washington Mutual R6 (RWMGX) Fund Net Asset

Track net asset change of American Funds Washington Mutual R6 fund (RWMGX)

DateNet Asset
05/2016$79.32B
03/2016$77.52B
02/2016$72.88B
More historic net asset information on American Funds Washington Mutual R6 Fund (RWMGX)

  

Graph of American Funds Washington Mutual R6 Fund (RWMGX) Portfolio TrackingAmerican Funds Washington Mutual R6 (RWMGX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds Washington Mutual R6 fund (RWMGX)

DateCashStockBondOther
03/20162.78%96.06%0.39%0.77%
12/20151.76%97.13%0.14%0.97%
09/20152.45%97.06%0%0.49%
Click here to see more historic asset allocation information on American Funds Washington Mutual R6 Fund (RWMGX)

 

graph of American Funds Washington Mutual R6 Fund (RWMGX) Top 10 Position TrackingTop 10 Holdings in American Funds Washington Mutual R6 (RWMGX) Fund

Discover what American Funds Washington Mutual R6 Fund (RWMGX) manager is buying

Mar 30, 2016
Microsoft Corporation [5.92%]
Home Depot, Inc. (The) Common S [4.66%]
Verizon Communications Inc. Com [3.71%]
Coca-Cola Company (The) Common [3.16%]
Boeing Company (The) Common Sto [3.07%]
Comcast Corporation [2.83%]
Lockheed Martin Corporation Com [2.59%]
Merck & Company, Inc. Common St [2.42%]
JP Morgan Chase & Co. Common St [2.14%]
Wells Fargo & Company Common St [2.13%]

Dec 30, 2015
Microsoft Corporation [6.75%]
Home Depot, Inc. (The) Common S [5.12%]
Boeing Company (The) Common Sto [3.65%]
Coca-Cola Company (The) Common [3.14%]
Wells Fargo & Company Common St [2.93%]
Verizon Communications Inc. Com [2.85%]
Lockheed Martin Corporation Com [2.7%]
Comcast Corporation [2.58%]
Merck & Company, Inc. Common St [2.47%]
JP Morgan Chase & Co. Common St [2.08%]

Sep 29, 2015
Microsoft Corporation [5.56%]
Home Depot, Inc. (The) Common S [4.88%]
Wells Fargo & Company Common St [3.68%]
Boeing Company (The) Common Sto [3.61%]
Coca-Cola Company (The) Common [3.3%]
Comcast Corporation [3.11%]
Lockheed Martin Corporation Com [2.87%]
Merck & Company, Inc. Common St [2.68%]
Verizon Communications Inc. Com [2.67%]
Humana Inc. Common Stock [1.96%]
Click here for Stock Holding Change Map in American Funds Washington Mutual R6 Fund (RWMGX)

  

Latest News on American Funds Washington Mutual R6 (RWMGX) Fund

See what is happening with 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

  

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