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Washington Mutual Investors Fund - Class R2e: (MF: RWEBX)
(NASDAQ Mutual Funds) As of Apr 18, 2024 08:00 PM ET
$58.99 USD
-0.10 (-0.17%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.99 | 47 |
| 3 months | 8.99 | 47 |
| 6 months | 21.14 | 39 |
| 1 Year | 25.90 | 30 |
| 3 Year | 10.80 | 24 |
| 5 Year | 12.37 | 38 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 40.36 |
| % Yield | 0.20 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 93.57 |
| % Turnover 3/31/2024 | 30.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.81 | 0.87 | NA |
| Alpha | 0.79 | -0.89 | 0.00 |
| R Squared | 0.91 | 0.93 | NA |
| Std. Dev. | 14.95 | 16.54 | NA |
| Sharpe | 0.60 | 0.70 | NA |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Technology | 27.50 |
| Finance | 19.42 |
| Non-Durable | 11.52 |
| Industrial Cyclical | 11.34 |
| Health | 7.93 |
| Retail Trade | 5.82 |
| Other | 5.27 |
| Energy | 4.77 |
| Utilities | 3.07 |
| Services | 2.25 |
| Consumer Durables | 1.11 |
Portfolio Holdings
| Top Equity Holdings (As of 1/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| BROADCOM INC | 7.17 | 12,121.72 |
| MICROSOFT CORP | 6.85 | 11,582.11 |
| TOTAL*SHORT TERM INVESTME | 3.49 | 5,901.84 |
| UNITEDHEALTH GROUP INC | 3.18 | 5,372.35 |
| ELI LILLY & CO | 2.56 | 4,318.84 |
| COMCAST CORP | 2.55 | 4,303.01 |
| MARSH & MCLENNAN CO | 2.42 | 4,096.16 |
| HOME DEPOT INC | 1.91 | 3,221.86 |
| PHILIP MORRIS INTERNATION | 1.71 | 2,882.04 |
Stock Holding % of Net Assets
| As Of | 1/31/2024 |
| Total Issues | 187 |
| Avg. P/E | 23.35 |
| Avg. P/Book | 4.39 |
| Avg. EPS Growth | 12.75 |
| Avg. Market Value (Mil $) | 406,237 |
Allocation
| % of Portfolio | |
| Large Growth | 23.06 |
| Large Value | 38.00 |
| Small Growth | 0.00 |
| Small Value | 0.00 |
| Foreign Stock | 7.66 |
| Emerging Market | 12.13 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |