Mutual Fund NameTicker SymbolTurnoverAssets (M)Annual Fees American Funds Washington Mutual R6 RWMGX 25.0% 51,900 0.31% DFA Tax-Managed US Marketwide Value II DFMVX 20.0% 849 0.23% DFA US Large Cap Value I DFLVX 14.0% 7,400 0.28% DFA US Large Cap Value III DFUVX 14.0% 1,900 0.14...
American Funds Washington Mutual R6 RWMGX 25.0% 51,900 0.31% BlackRock Basic Value Instl MABAX 64.0% 3,800 0.55% DFA Tax-Managed US Marketwide Value DTMMX 20.0% 2,100 0.38% DFA Tax-Managed US Marketwide Value II DFMVX 20.0% 849 0.23% DFA US Large Cap Value I DFLVX 14.0% 7,400...
American Funds Washington Mutual R6 5.02% Total 69.80% # of Holdings 22 *Holdings as of 2024-09-30 RACTX Dividends Dividend Yield (FWD) 2.26% Annual Payout (FWD) $0.32 Payout Ratio - 5 Year Growth Rate (CAGR) 24.08% Years of Growth 0 Years Latest Announced Dividend $0.32 Ex-Dividend...
American Funds Washington Mutual R6 5.12% American Funds Global Balanced R6 4.97% American Funds Mortgage R6 4.89% American Funds US Government Sec R6 4.89% Total 60.42% # of Holdings 24 *Holdings as of 2024-09-30 RBEEX Dividends Dividend Yield (FWD) 2.05% Annual Payout (FWD) $0.37 Payou...