American Funds Washington Mutual Investors Fund Class A (AWSHX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
Sales Expenses
Expense Ratio
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.


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

Performance 5-yr return+13.99%+13.39%
Expense ratio0.59%0.90%
Risk 5 year sharpe ratio0.880.88
Net assets$134.8B$8.3B
Average market cap$117.3B$220.9B
Average P/E24.524.9
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureAlan Berro / 23 Years
Minimal initial investment$250.00
Minimum IRA investment--


U.S. stock89.67%
International stock7.67%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.66%
Energy 14.38%
Healthcare 12.87%
Consumer goods 10.78%
Financial service 10.47%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft5.57%
AVGO Broadcom Inc5.17%
CMCSA Comcast4.35%
UNH UnitedHealth3.32%
JNJ Johnson & Johnson2.38%
PFE Pfizer2.07%
BLK BlackRock2.06%
MMC Marsh & McLennan Companies Inc1.96%
JPM JPMorgan Chase1.88%
CME CME Group Inc1.87%