RWEBX Mutual Fund

RWEBX Mutual Fund

NAV$65.30
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Fund Essentials - as of Jun 30, 2026

Net Assets
$49M
Expense Ratio
1.06%
Dividend Yield (Current)
9.01%
Holdings
204
Inception Date
Aug 29, 2014
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+8.81%
1 Year+13.83%
3 Year+17.41%
5 Year+11.52%
10 Year+12.44%

Asset Allocation

Stocks: 97.12%
Cash: 2.88%
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Top Holdings

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TickerNameWeight
AVGOBroadcom Inc6.41%
MSFTMicrosoft Corp3.93%
PMPhilip Morris International Inc.3.67%
AAPLApple, Inc3.12%
CMQXXCapital Group Central Cash Fund2.82%
Top 10 Concentration: 29.70%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
9.01%
Frequency
Quarterly
Latest Distribution
$1.27
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RWEBX Mutual Fund Overview

RWEBX Mutual Fund (Washington Mutual Investors Fund Class R2E) is managed by American Funds with $49.2M in net assets. RWEBX expense ratio is 1.06%, holding 204 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2014-08-29.

RWEBX performance shows a YTD return of 8.81%. The 1-year return is 13.83% and the 5-year return is 11.52%. RWEBX dividend yield stands at 9.01%, paid quarterly.

RWEBX top holdings include Broadcom Inc (6.4%), Microsoft Corp (3.9%), Philip Morris International Inc. (3.7%), Apple, Inc (3.1%), Capital Group Central Cash Fund (2.8%). Go to all RWEBX holdings, RWEBX sectors, or RWEBX dividends.

RWEBX can be compared against other funds. Use RWEBX overlap to find shared positions, or RWEBX vs another fund for a side-by-side view. RWEBX alternatives are available via the screener, along with tax-loss harvesting opportunities.