| 43.95 Net Asset Value | -1.72% 1 Day | -3.72% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | 5.75 Sales Expenses | 0.57% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | -4.73% | 3 years | +10.65% | |
| 3 months | -4.87% | 5 years | +9.32% | |
| 1 year | +2.74% | Since inception | +11.82% |
| AWSHX | Category | |
|---|---|---|
| Performance 5-yr return | +9.32% | +11.93% |
| Expense ratio | 0.57% | 0.97% |
| Risk 5 year sharpe ratio | 1.02 | 0.85 |
| Net assets | $105.3B | $6.0B |
| Average market cap | $120.1B | $162.7B |
| Average P/E | 19.7 | 20.2 |
| Portfolio turnover | 25% | 25% |
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 / 21 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | -- |
| U.S. stock | 86.97% |
| International stock | 7.90% |
| Cash | 4.61% |
| Fixed income | 0.53% |
| Other | 0.00% |
| Industrial materials | 19.66% |
| Energy | 14.38% |
| Healthcare | 12.87% |
| Consumer goods | 10.78% |
| Financial service | 10.47% |
| MSFT Microsoft | 6.22% |
| HD Home Depot | 3.57% |
| INTC Intel | 2.76% |
| BA Boeing | 2.74% |
| -- | 2.54% |
| MRK Merck | 2.48% |
| AVGO Broadcom Inc | 2.33% |
| DWDP DowDuPont Inc | 2.25% |
| LMT Lockheed Martin | 2.23% |
| VZ Verizon | 2.21% |
