American Funds Washington Mutual Investors Fund Class A (AWSHX)
| 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™ |
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 | +4.93% | 3 years | +11.50% | |
| 3 months | +7.46% | 5 years | +13.99% | |
| 1 year | +25.73% | Since inception | +11.81% |
Data through --
Peer Comparisonvs. Large blend
| 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% |
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Fund Management and Purchase Info
| Fund family | American Funds |
| Fund manager & tenure | Alan Berro / 23 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | -- |
Holdings
| U.S. stock | 89.67% |
| International stock | 7.67% |
| Cash | 2.06% |
| Other | 0.60% |
| Fixed income | 0.00% |
Top 5 SectorsPortfolio weighting
| Industrial materials | 19.66% |
| Energy | 14.38% |
| Healthcare | 12.87% |
| Consumer goods | 10.78% |
| Financial service | 10.47% |
Top 10 HoldingsPortfolio weighting
| 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% |
