Washington Mutual Investors Fund Quote

RWMGX Fund  USD 65.05  0.53  0.82%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 19

 
High
 
Low
Low
Washington Mutual is trading at 65.05 as of the 21st of November 2024; that is 0.82% up since the beginning of the trading day. The fund's open price was 64.52. Washington Mutual has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Washington Mutual Investors are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
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.. More on Washington Mutual Investors

Moving together with Washington Mutual Fund

  0.9AMECX Income FundPairCorr
  0.61RNEBX New World FundPairCorr
  0.91AMFCX American MutualPairCorr
  0.91AMFFX American MutualPairCorr
  0.79RNCCX American Funds IncomePairCorr

Washington Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Blend Funds, Large Blend, American Funds, Large Value, Large Blend (View all Sectors)
Update Date30th of September 2024
Washington Mutual Investors [RWMGX] is traded in USA and was established 21st of November 2024. Washington Mutual is listed under American Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Funds family. This fund at this time has accumulated 110.28 B in assets with no minimum investment requirementsWashington Mutual is currently producing year-to-date (YTD) return of 19.03% with the current yeild of 0.02%, while the total return for the last 3 years was 9.84%.
Check Washington Mutual Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Washington Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Washington Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Washington Mutual Investors Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Washington Mutual Investors Mutual Fund Constituents

SLBSchlumberger NVStockEnergy
KOThe Coca ColaStockConsumer Staples
JNJJohnson JohnsonStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
PFEPfizer IncStockHealth Care
NOCNorthrop GrummanStockIndustrials
MSFTMicrosoftStockInformation Technology
MRKMerck CompanyStockHealth Care
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Washington Mutual Top Holders

RFETXAmerican Funds 2030Mutual FundTarget-Date 2030
FAETXAmerican Funds 2030Mutual FundTarget-Date 2030
RHGTXAmerican Funds 2040Mutual FundTarget-Date 2040
RNCCXAmerican Funds IncomeMutual FundAllocation--30% to 50% Equity
CCDTXAmerican Funds 2025Mutual FundTarget-Date 2025
RAETXAmerican Funds 2030Mutual FundTarget-Date 2030
RHITXAmerican Funds 2050Mutual FundTarget-Date 2050
RDLTXAmerican Funds 2065Mutual FundTarget-Date 2065+
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Washington Mutual Risk Profiles

Washington Mutual Against Markets

Other Information on Investing in Washington Mutual Fund

Washington Mutual financial ratios help investors to determine whether Washington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Washington with respect to the benefits of owning Washington Mutual security.
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