RWMHX Mutual Fund

NAV$67.78

Fund Essentials - as of Apr 30, 2026

Net Assets
$49M
Expense Ratio
0.31%
Dividend Yield (Current)
9.82%
Holdings
200
Inception Date
Nov 20, 2015
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+6.72%
1 Year+15.50%
3 Year+16.99%
5 Year+12.00%
10 Year+13.57%

Asset Allocation

Stocks: 45.26%
Cash: 54.57%
Other: 0.25%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
MSFTMicrosoft Corp 4.100 Feb 06 374.64%
CMQXXCapital Group Central Cash Fund3.36%
BACBank Of America Corp.1.60%
BTI:LNBritish American Tobacco Plc (adr)1.35%
AMGNAmgen Inc.1.17%
Top 10 Concentration: 15.23%Report Date: Apr 30, 2026
Download all 200 holdings for RWMHX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.82%
Frequency
Quarterly
Latest Distribution
$1.36
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how RWMHX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

RWMHX Mutual Fund Overview

RWMHX Mutual Fund (Washington Mutual Investors Fund Class R-5E) is managed by American Funds with $49.2M in net assets. RWMHX expense ratio is 0.31%, holding 200 positions across sectors including Unknown, Information Technology, Consumer Staples. Inception date: 2015-11-20.

RWMHX performance shows a YTD return of 6.72%. The 1-year return is 15.50% and the 5-year return is 12.00%. RWMHX dividend yield stands at 9.82%, paid quarterly.

RWMHX top holdings include Microsoft Corp 4.100 Feb 06 37 (4.6%), Capital Group Central Cash Fund (3.4%), Bank Of America Corp. (1.6%), British American Tobacco Plc (adr) (1.4%), Amgen Inc. (1.2%). View all RWMHX holdings, sector breakdown, or dividend history.

RWMHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RWMHX alternatives are available via the screener, along with tax-loss harvesting opportunities.