Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

American Funds Washington Mutual Investors Fund Class A (AWSHX)

43.26
Net Asset Value
+0.19%
1 Day
+5.64%
Year-to-Date
Overall Morningstar Rating
Large value
Style or Category
5.75
Sales Expenses
0.58%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective 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.

Performance

1 month+1.65% 3 years+8.68%
3 months+3.16% 5 years+13.93%
1 year+14.47% Since inception+11.84%
Data through --

Peer Comparisonvs. Large value

 AWSHXCategory
Performance 5-yr return+13.93%+12.64%
Expense ratio0.58%1.06%
Risk 5 year sharpe ratio1.411.21
Net assets$91.7B$2.8B
Average market cap$105.5B$85.0B
Average P/E22.218.4
Portfolio turnover21%21%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureAlan Berro / 20 Years
Minimal initial investment$250.00
Minimum IRA investment--

Holdings

U.S. stock86.65%
International stock8.71%
Cash3.20%
Fixed income1.44%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.66%
Energy 14.38%
Healthcare 12.87%
Consumer goods 10.78%
Financial service 10.47%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft6.11%
HD Home Depot3.76%
BA Boeing3.37%
CMCSA Comcast3.20%
LMT Lockheed Martin2.74%
KO Coca-Cola2.30%
JNJ Johnson & Johnson2.27%
JPM JPMorgan Chase2.21%
MRK Merck2.20%
VZ Verizon2.15%