
52.76 Net Asset Value | +2.17% 1 Day | +5.16% Year-to-Date | Overall Morningstar Rating |
Large blend Style or Category | 5.75 Sales Expenses | 0.59% Expense Ratio | Low Morningstar Risk Rating™ |
1 month | +4.93% | 3 years | +11.50% | |
3 months | +7.46% | 5 years | +13.99% | |
1 year | +25.73% | Since inception | +11.81% |
AWSHX | Category | |
---|---|---|
Performance 5-yr return | +13.99% | +13.39% |
Expense ratio | 0.59% | 0.90% |
Risk 5 year sharpe ratio | 0.88 | 0.88 |
Net assets | $134.8B | $8.3B |
Average market cap | $117.3B | $220.9B |
Average P/E | 24.5 | 24.9 |
Portfolio turnover | 30% | 30% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
Fund family | American Funds |
Fund manager & tenure | Alan Berro / 23 Years |
Minimal initial investment | $250.00 |
Minimum IRA investment | -- |
U.S. stock | 89.67% |
International stock | 7.67% |
Cash | 2.06% |
Other | 0.60% |
Fixed income | 0.00% |
Industrial materials | 19.66% |
Energy | 14.38% |
Healthcare | 12.87% |
Consumer goods | 10.78% |
Financial service | 10.47% |
MSFT Microsoft | 5.57% |
AVGO Broadcom Inc | 5.17% |
CMCSA Comcast | 4.35% |
UNH UnitedHealth | 3.32% |
JNJ Johnson & Johnson | 2.38% |
PFE Pfizer | 2.07% |
BLK BlackRock | 2.06% |
MMC Marsh & McLennan Companies Inc | 1.96% |
JPM JPMorgan Chase | 1.88% |
CME CME Group Inc | 1.87% |