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American Funds Washington Mutual F-2 (WMFFX)

68.51 -0.40 (-0.58%)
At close: 8:04:19 PM EDT

Fund Summary

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.

American Funds Washington Mutual F-2

Los Angeles CA 90071
333 Hope St-55th Fl

Fund Overview

Category Large Value
Fund Family Capital Group
Net Assets 210.19B
YTD Return 6.22%
Yield 1.41%
Morningstar Rating
Inception Date Oct 30, 2020

Fund Operations

Last Dividend 0.70
Last Cap Gain 46.00
Holdings Turnover 32.00%
Average for Category --

Fees & Expenses

Expense WMFFX Category Average
Annual Report Expense Ratio (net)
0.37% 0.90%
Prospectus Net Expense Ratio
0.37% --
Prospectus Gross Expense Ratio
0.37% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- --
Max Deferred Sales Load
-- --
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Alan Berro is an equity portfolio manager at Capital Group. He has 40 years of investment industry experience and has been with Capital Group for 35 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He also worked as an auditor for Price Waterhouse in Los Angeles. He holds an MBA from Harvard Business School and a bachelor's degree in economics from the University of California, Los Angeles graduating magna cum laude. He also holds the Chartered Financial Analyst® designation and is a member of the Los Angeles Society of Financial Analysts. Alan is based in Los Angeles.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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