| 45.25 Net Asset Value | +0.22% 1 Day | +10.15% 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 | -2.56% | 3 years | +12.37% | |
| 3 months | +0.78% | 5 years | +9.43% | |
| 1 year | +5.38% | Since inception | +11.87% |
| AWSHX | Category | |
|---|---|---|
| Performance 5-yr return | +9.43% | +8.91% |
| Expense ratio | 0.57% | 0.96% |
| Risk 5 year sharpe ratio | 0.93 | 0.79 |
| Net assets | $117.1B | $6.4B |
| Average market cap | $110.8B | $180.4B |
| Average P/E | 19.1 | 20.6 |
| 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 | 86.79% |
| International stock | 8.95% |
| Cash | 4.25% |
| Other | 0.02% |
| Fixed income | 0.00% |
| Industrial materials | 19.66% |
| Energy | 14.38% |
| Healthcare | 12.87% |
| Consumer goods | 10.78% |
| Financial service | 10.47% |
| MSFT Microsoft | 5.52% |
| INTC Intel | 3.40% |
| AVGO Broadcom Inc | 3.03% |
| BA Boeing | 2.74% |
| MRK Merck | 2.69% |
| CMCSA Comcast | 2.65% |
| HD Home Depot | 2.43% |
| -- | 2.02% |
| MMC Marsh & McLennan Companies Inc | 1.99% |
| VZ Verizon | 1.98% |
