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American Funds Washington Mutual Investors R4 Fund (RWMEX)

Quick Facts Ticker: RWMEX Inception Date: 05/20/2002 Extended Performance Inception Date: 07/31/1952 Morningstar Category: Large Blend Total Net Assets (mil): $181,501.67	Investment Strategy    What's this? The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. 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.
Morningstar Style Box™   as of 12/31/2023    What's this?	Overall Morningstar Star Rating™   as of 03/31/2024    What's this? Out of 1293 Large Blend Funds Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.

Total Returns

Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.

Month-End | Quarter-End

Average Annual Total Returns as of 03/31/2024

1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since      Inception* Total Return % 3.43 9.13 9.13 26.51 11.46 12.98 11.31 8.70 Russell 1000 Index % 3.21 10.30 10.30 29.87 10.45 14.76 12.68 --- Large Blend Category % 3.30 9.95 9.95 27.24 9.88 13.65 11.45 --- Morningstar Percentile Rankings** --- --- --- 65 23 69 60 --- # of Funds in Category 1488 1482 1482 1422 1293 1179 888 ---

* Inception Date: 05/20/2002 ; Extended Performance Inception Date: 07/31/1952

**Morningstar percentile rankings are based on total returns.

Expenses   as of 03/31/2024 Total Investment Expense - Gross: 0.62% Total Investment Expense - Net: 0.62% 12b-1 Fee: 0.25% Total Investment Expense Gross Per $1,000 Invested: $6.20

Inv Manager or Sub-Advisor

   What's this?

Capital Research and Mgmt Co

Portfolio Managers

   What's this?

Alan N. Berro , CPA , CFA Since 07/01/1997 M.B.A. , Harvard University

Jeffrey T. Lager , CFA Since 07/01/2004 B.S. , Stanford University

Alan J. Wilson , CFA Since 07/01/2013 M.B.A. , Harvard University

Diana Wagner Since 06/30/2014

Jin Lee Since 07/01/2014

Eric H. Stern Since 11/01/2014 M.B.A. , Stanford Graduate School of Business

Irfan M. Furniturewala Since 06/30/2015 M.S. , Iowa State University

Emme Kozloff , MBA Since 07/01/2016

Mark L. Casey Since 07/01/2016

© 2024 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Returns shown for periods of less than one year are not annualized. Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths. Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing. Not FDIC Insured May Lose Value - Not a Deposit - No Bank Guarantee Not Insured by any Federal Government Agency

Fees and expenses are only one of several factors that participants and beneficiaries should consider when making investment decisions.  The cumulative effect of fees and expenses can substantially reduce the growth of a participant's or beneficiary's retirement account.  Participants and beneficiaries can visit the Employee Benefit Security Administration's website for an example demonstrating the long-term effect of fees and expenses.

Russell 1000 Index measures the performance of the large-cap segment of the US equity securities. It is a subset of the Russell 3000 index and includes approximately 1000 of the largest securities based on a combination of their market cap and current index membership. For investment options, returns for all time periods, except the Since Inception time frame, may include the historical performance of the oldest share class of the investment, adjusted to reflect a portion of the fees and expenses of this share class. Since Inception returns display the actual return of this share class and do not reflect the adjusted returns of the oldest share class. Please see the fund's prospectus or if CIT, the offering document for more information on specific expenses, and the investment options most recent shareholder report for actual date of first sale. For a CIT, you may need to contact the plan sponsor or plan advisor, if applicable. Expenses are deducted from income earned by the investment option. As a result, dividends and investment results will differ for each share class. Investing involves risk, including possible loss of principal. Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options.