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Washington Mutual Investors Fund - Class F-3: (MF: FWMIX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$63.83 USD
+0.42 (0.66%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.69 | 29 |
| 3 months | -4.49 | 29 |
| 6 months | 0.59 | 16 |
| 1 Year | 12.82 | 7 |
| 3 Year | 11.41 | 16 |
| 5 Year | 15.14 | 19 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 43.16 |
| % Yield | 1.59 |
| % SEC Yield | NA |
| Net Assets (Mil $) 4/30/2025 | 11,230.99 |
| % Turnover 4/30/2025 | 31.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.81 | 0.82 | NA |
| Alpha | 0.55 | 1.64 | 0.00 |
| R Squared | 0.92 | 0.91 | NA |
| Std. Dev. | 13.82 | 13.95 | NA |
| Sharpe | 0.56 | 0.95 | NA |
Sector / Country Weightings
| As of 4/30/2025 | % of Portfolio |
|---|---|
| NA | NA |
Portfolio Holdings
| Top Equity Holdings (As of 1/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| BROADCOM INC | 7.20 | 14,100.72 |
| MICROSOFT CORP | 5.28 | 10,342.37 |
| TOTAL*SHORT TERM INVESTME | 3.18 | 6,236.90 |
| PHILIP MORRIS INTERNATION | 2.71 | 5,301.35 |
| UNITEDHEALTH GROUP INC | 2.57 | 5,045.02 |
| APPLE INC | 2.41 | 4,715.95 |
| ELI LILLY & CO | 2.36 | 4,632.89 |
| MARSH & MCLENNAN CO | 2.16 | 4,240.75 |
| JPMORGAN CHASE & CO | 1.72 | 3,366.77 |
Stock Holding % of Net Assets
| As Of | 1/31/2025 |
| Total Issues | 183 |
| Avg. P/E | 24.97 |
| Avg. P/Book | 4.36 |
| Avg. EPS Growth | 12.44 |
| Avg. Market Value (Mil $) | 448,519 |
Composition
| % of Portfolio | |
| Stocks | 96.79 |
| Foreign Stocks | 7.13 |
| Cash | 3.18 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.28 |
| Other | -0.26 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 22.43 |
| Large Value | 45.61 |
| Small Growth | 4.00 |
| Small Value | 0.00 |
| Foreign Stock | 8.34 |
| Emerging Market | 0.00 |
| Precious Metal | 1.42 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 12.35 |