| 46.72 Net Asset Value | -0.53% 1 Day | +13.73% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | 5.75 Sales Expenses | 0.59% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +3.65% | 3 years | +13.63% | |
| 3 months | +2.05% | 5 years | +9.48% | |
| 1 year | +5.48% | Since inception | +11.81% |
| AWSHX | Category | |
|---|---|---|
| Performance 5-yr return | +9.48% | +8.76% |
| Expense ratio | 0.59% | 0.95% |
| Risk 5 year sharpe ratio | 0.79 | 0.63 |
| Net assets | $118.4B | $6.4B |
| Average market cap | $112.5B | $170.6B |
| Average P/E | 19.0 | 19.5 |
| 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 / 22 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | -- |
| U.S. stock | 86.99% |
| International stock | 8.62% |
| Cash | 4.34% |
| Other | 0.05% |
| Fixed income | 0.00% |
| Industrial materials | 19.66% |
| Energy | 14.38% |
| Healthcare | 12.87% |
| Consumer goods | 10.78% |
| Financial service | 10.47% |
| MSFT Microsoft | 5.87% |
| INTC Intel | 3.03% |
| AVGO Broadcom Inc | 2.89% |
| BA Boeing | 2.71% |
| CMCSA Comcast | 2.56% |
| MRK Merck | 2.56% |
| HD Home Depot | 2.45% |
| CME CME Group Inc | 2.27% |
| NOC Northrop Grumman | 2.10% |
| UNH UnitedHealth | 2.02% |
