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 strategy, with over seven decades of history, has its' roots in a Washington, D.C., 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

This graphic shows a funnel depicting the eligibility process for the Capital Group Washington Mutual Investors strategy. The top of the funnel is light blue and represents the approximately 2,288 companies listed on the New York Stock Exchange (NYSE). The funnel then narrows to a green section meant to represent the 718 NYSE-listed companies that met the strategy's rigorous investment standards. Finally, at the bottom of the funnel is a narrow blue box meant to represent the number of companies held, which is approximately 1/4 of the 718 companies that were eligible. Figures are as of January 2, 2024.

Figures as of January 2, 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 a similar 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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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
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