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| 46.05 Net Asset Value | +0.39% 1 Day | +0.88% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | 5.75 Sales Expenses | 0.57% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.99% | 3 years | +12.35% | |
| 3 months | +2.93% | 5 years | +12.24% | |
| 1 year | +16.62% | Since inception | +11.91% |
| AWSHX | Category | |
|---|---|---|
| Performance 5-yr return | +12.24% | +9.94% |
| Expense ratio | 0.57% | 1.01% |
| Risk 5 year sharpe ratio | 1.19 | 0.92 |
| Net assets | $107.3B | $3.0B |
| Average market cap | $107.8B | $105.3B |
| Average P/E | 19.8 | 16.7 |
| 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 | 85.50% |
| International stock | 9.77% |
| Cash | 4.62% |
| Fixed income | 0.11% |
| Other | 0.00% |
| Industrial materials | 19.66% |
| Energy | 14.38% |
| Healthcare | 12.87% |
| Consumer goods | 10.78% |
| Financial service | 10.47% |
| MSFT Microsoft | 6.10% |
| HD Home Depot | 3.62% |
| INTC Intel | 2.81% |
| RDSB Royal Dutch Shell | 2.63% |
| BA Boeing | 2.61% |
| VZ Verizon | 2.14% |
| MRK Merck | 2.13% |
| WFC Wells Fargo | 2.04% |
| UNH UnitedHealth | 2.03% |
| LMT Lockheed Martin | 2.02% |
