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Trending ETFs

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

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Vitals

YTD Return

N/A

1 yr return

15.3%

3 Yr Avg Return

8.0%

5 Yr Avg Return

11.8%

Net Assets

$89.6 B

Holdings in Top 10

31.9%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.33%

SALES FEES

Front Load N/A

Deferred Load 5.00%

TRADING FEES

Turnover 30.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$250

IRA

$25


Fund Classification

Fund Type

Open End Mutual Fund


Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

WSHBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 6.9%
  • 5 Yr Annualized Total Return 11.5%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.31%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Quarterly

Fund Details

  • Legal Name
    American Funds Washington Mutual Investors Fund
  • Fund Family Name
    American Funds
  • Inception Date
    Mar 15, 2000
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States

Fund Description


WSHBX - Performance

Return Ranking - Trailing

Period WSHBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 0.0% 34.9% N/A
1 Yr 15.3% -32.4% 13.9% N/A
3 Yr 8.0%* -14.0% 16.5% N/A
5 Yr 11.8%* -28.2% 12.0% N/A
10 Yr 6.0%* -10.1% 12.4% N/A

* Annualized

Return Ranking - Calendar

Period WSHBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -38.8% 15.7% N/A
2022 N/A -17.9% 37.3% N/A
2021 N/A -7.3% 28.2% N/A
2020 N/A -47.3% 0.6% N/A
2019 N/A -46.4% 75.9% N/A

Total Return Ranking - Trailing

Period WSHBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 0.0% 34.9% N/A
1 Yr 10.3% -32.4% 14.3% N/A
3 Yr 6.9%* -11.8% 17.2% N/A
5 Yr 11.5%* -9.8% 14.0% N/A
10 Yr 6.0%* -3.6% 14.9% N/A

* Annualized

Total Return Ranking - Calendar

Period WSHBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -32.1% 15.7% N/A
2022 N/A -7.9% 38.3% N/A
2021 N/A -7.3% 29.2% N/A
2020 N/A -26.2% 4.7% N/A
2019 N/A -45.2% 78.4% N/A

WSHBX - Holdings

Concentration Analysis

WSHBX Category Low Category High WSHBX % Rank
Net Assets 89.6 B 1.47 M 118 B N/A
Number of Holdings 190 18 1750 N/A
Net Assets in Top 10 26.5 B 81.8 K 32.2 B N/A
Weighting of Top 10 31.86% 9.1% 73.6% N/A

Top 10 Holdings

  1. Microsoft Corp 5.90%
  2. The Home Depot Inc 3.87%
  3. Boeing Co 3.54%
  4. Verizon Communications Inc 3.25%
  5. Comcast Corp Class A 2.85%
  6. Lockheed Martin Corp 2.59%
  7. JPMorgan Chase & Co 2.58%
  8. Merck & Co Inc 2.48%
  9. Royal Dutch Shell PLC ADR Class B 2.43%
  10. Schlumberger Ltd 2.37%

Asset Allocation

Weighting Return Low Return High WSHBX % Rank
Stocks
96.32% 7.36% 118.00% N/A
Cash
2.25% -18.00% 52.24% N/A
Other
1.40% -0.42% 2.43% N/A
Bonds
0.03% 0.00% 44.69% N/A
Preferred Stocks
0.00% 0.00% 16.57% N/A
Convertible Bonds
0.00% 0.00% 73.71% N/A

Stock Sector Breakdown

Weighting Return Low Return High WSHBX % Rank
Technology
14.84% 0.00% 35.17% N/A
Industrials
14.22% 0.00% 35.51% N/A
Healthcare
12.64% 0.00% 25.25% N/A
Energy
11.88% 0.00% 20.59% N/A
Financial Services
11.79% 0.93% 42.53% N/A
Consumer Cyclical
9.30% 0.00% 42.25% N/A
Consumer Defense
7.19% 0.00% 22.04% N/A
Communication Services
7.16% 0.00% 11.89% N/A
Basic Materials
5.01% 0.00% 14.15% N/A
Utilities
2.28% 0.00% 72.94% N/A
Real Estate
0.00% 0.00% 33.69% N/A

Stock Geographic Breakdown

Weighting Return Low Return High WSHBX % Rank
US
88.75% 0.12% 118.00% N/A
Non US
7.57% 0.00% 99.44% N/A

Bond Sector Breakdown

Weighting Return Low Return High WSHBX % Rank
Cash & Equivalents
2.25% -18.00% 81.87% N/A
Government
0.03% 0.00% 6.84% N/A
Derivative
0.00% -0.06% 3.43% N/A
Securitized
0.00% 0.00% 25.79% N/A
Corporate
0.00% 0.00% 85.75% N/A
Municipal
0.00% 0.00% 1.28% N/A

Bond Geographic Breakdown

Weighting Return Low Return High WSHBX % Rank
US
0.03% 0.00% 35.74% N/A
Non US
0.00% 0.00% 8.95% N/A

WSHBX - Expenses

Operational Fees

WSHBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.33% 0.03% 8.83% N/A
Management Fee 0.24% 0.00% 1.20% N/A
12b-1 Fee 0.99% 0.00% 1.00% N/A
Administrative Fee 0.05% 0.01% 0.50% N/A

Sales Fees

WSHBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 1.00% 5.75% N/A
Deferred Load 5.00% 1.00% 5.50% N/A

Trading Fees

WSHBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

WSHBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 30.00% 0.00% 258.00% N/A

WSHBX - Distributions

Dividend Yield Analysis

WSHBX Category Low Category High WSHBX % Rank
Dividend Yield 0.00% 0.00% 0.10% N/A

Dividend Distribution Analysis

WSHBX Category Low Category High Category Mod
Dividend Distribution Frequency Quarterly Annually Monthly Annually

Net Income Ratio Analysis

WSHBX Category Low Category High WSHBX % Rank
Net Income Ratio 1.31% -2.85% 3.31% N/A

Capital Gain Distribution Analysis

WSHBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually Annually

Distributions History

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WSHBX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 35.52 7.77 0.39