A disciplined and time-tested approach to growth and income investing

Strict eligibility process

Capital Group Washington Mutual Investors strategy

INCEPTION DATE
July 31, 1952

IMPLEMENTATION
Consider for a core large-cap value allocation

OBJECTIVE
To produce income and provide an opportunity for growth of principal consistent with sound common stock investing

VEHICLES

Washington Mutual Investors Fund

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Capital Group U.S. Income and Growth SMA

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STRICT ELIGIBILITY

Ensures each investment meets stringent financial requirements and has a consistent record of earnings and dividends.

STRICT ELIGIBILITY

A refined investment process

The fund, with over seven decades of history, has its roots in a District of Columbia court case following the Great Depression, which established a list of high-quality stocks appropriate for investors.

Rigorous screening criteria are used to establish a list of eligible stocks that meet stringent financial requirements and have a consistent record of earnings and dividends.

MANY ARE CALLED, FEW ARE CHOSEN

Infographic showing approximately 2,151 companies were listed on the New York Stock Exchange, of which 733 met the strategy's rigorous investment standards and were included on the "Eligible List", and approximately one quarter of those stocks were held in strategy*.

Figures as of December 31, 2024

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One investment strategy, multiple ways to invest

The first and most well known is Washington Mutual Investors Fund, which is offered in various share classes designed for retirement plans, nonprofits, and other institutional and individual investors.

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For your high-net-worth clients interested in separately managed accounts, consider Capital Group U.S. Income and Growth SMA, which has the same objective to produce income and provide an opportunity for growth of principal and is overseen by a team of five portfolio managers.

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* Based on the representative account of the Capital Group Washington Mutual Composite.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates. Capital Client Group, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

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