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Washington Mutual Investors Fund Class R-3 Shares: (MF: RWMCX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$61.05 USD
+0.28 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.08 | 29 |
| 3 months | 1.88 | 29 |
| 6 months | 11.08 | 29 |
| 1 Year | 20.75 | 26 |
| 3 Year | 9.44 | 18 |
| 5 Year | 12.09 | 31 |
| 10 Year | 10.60 | 25 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 39.38 |
| % Yield | 0.46 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2024 | 1,642.33 |
| % Turnover 6/30/2024 | 31.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.82 | 0.87 | 0.87 |
| Alpha | 0.51 | -1.14 | -0.74 |
| R Squared | 0.92 | 0.93 | 0.94 |
| Std. Dev. | 15.14 | 16.29 | 13.78 |
| Sharpe | 0.48 | 0.68 | 2.00 |
Sector / Country Weightings
| As of 6/30/2024 | % of Portfolio |
|---|---|
| Technology | 27.50 |
| Finance | 19.42 |
| Non-Durable | 11.52 |
| Industrial Cyclical | 11.34 |
| Health | 7.93 |
| Retail Trade | 5.82 |
| Other | 5.27 |
| Energy | 4.77 |
| Utilities | 3.07 |
| Services | 2.25 |
| Consumer Durables | 1.11 |
Portfolio Holdings
| Top Equity Holdings (As of 4/30/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| BROADCOM INC | 6.95 | 12,088.61 |
| MICROSOFT CORP | 6.05 | 10,522.89 |
| TOTAL*SHORT TERM INVESTME | 3.68 | 6,400.03 |
| ELI LILLY & CO | 2.89 | 5,029.64 |
| UNITEDHEALTH GROUP INC | 2.88 | 5,004.30 |
| MARSH & MCLENNAN CO | 2.25 | 3,915.04 |
| COMCAST CORP | 1.85 | 3,225.63 |
| PHILIP MORRIS INTERNATION | 1.84 | 3,196.17 |
| JPMORGAN CHASE & CO | 1.71 | 2,967.89 |
Stock Holding % of Net Assets
| As Of | 4/30/2024 |
| Total Issues | 191 |
| Avg. P/E | 23.27 |
| Avg. P/Book | 4.45 |
| Avg. EPS Growth | 12.7 |
| Avg. Market Value (Mil $) | 396,242 |
Allocation
| % of Portfolio | |
| Large Growth | 20.37 |
| Large Value | 35.32 |
| Small Growth | 3.12 |
| Small Value | 1.09 |
| Foreign Stock | 11.77 |
| Emerging Market | 5.73 |
| Precious Metal | 0.00 |
| Intermediate Bond | 2.95 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |