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AWSHX American Funds Washington Mutual A

  • Fund
  • AWSHX
  • Price as of: Jun 14, 2019
  • $44.98 - $1.18 - 2.56%
  • Category
  • Large Cap Value Equities

AWSHX - Profile

Vitals

  • YTD Return 9.5%
  • 3 Yr Annualized Return 4.4%
  • 5 Yr Annualized Return 1.5%
  • Net Assets $111 B
  • Holdings in Top 10 28.5%

52 WEEK LOW AND HIGH

$44.98
$38.72
$47.30

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.57%

SALES FEES

  • Front Load 5.75%
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 25.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$250

IRA

$25

Investment Themes

CATEGORY

Large Cap Value Equities
  • Fund Type Open End Mutual Fund
  • Investment Style Large Blend

Distributions

  • YTD Total Return 9.5%
  • 3 Yr Annualized Total Return 10.6%
  • 5 Yr Annualized Total Return 8.0%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.97%
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 Jul 31, 1952
  • Shares Outstanding N/A
  • Share Class A
  • Currency USD
  • Domiciled Country United States
  • Manager Alan N. Berro

Fund Description

The Washington Mutual Investors Fund (AWSHX) primary objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. At least 95% of the portfolio is invested in equity-type securities, which meet strict standards evolving from requirements originally established by the U.S. District Court for the District of Columbia for the investment of trust funds. One of these requirements is that the fund may not invest in any companies that derive their primary revenues from alcohol or tobacco.

AWSHX may also feature exposure to non-U.S. companies, though the fund is capped at 10% of its assets for any foreign exposure. The resulting portfolio features hefty allocations toward large capitalization value stocks. The fund, which launched in 1952, is managed by Capital Research and Management Company, and is most appropriate for income-oriented investors seeking greater exposure to blue chip companies.

AWSHX - Performance

Return Ranking - Trailing

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
YTD 9.5% N/A N/A N/A
1 Yr -0.3% N/A N/A N/A
3 Yr 4.4%* N/A N/A N/A
5 Yr 1.5%* N/A N/A N/A
10 Yr 8.0%* N/A N/A N/A

* Annualized


Return Ranking - Calendar

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
2018 -10.0% N/A N/A N/A
2017 11.5% N/A N/A N/A
2016 6.5% N/A N/A N/A
2015 -6.1% N/A N/A N/A
2014 3.9% N/A N/A N/A

Total Return Ranking - Trailing

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
YTD 9.5% N/A N/A N/A
1 Yr 0.1% N/A N/A N/A
3 Yr 10.6%* N/A N/A N/A
5 Yr 8.0%* N/A N/A N/A
10 Yr 13.1%* N/A N/A N/A

* Annualized


Total Return Ranking - Calendar

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
2018 -5.9% N/A N/A N/A
2017 20.2% N/A N/A N/A
2016 13.4% N/A N/A N/A
2015 -0.3% N/A N/A N/A
2014 11.6% N/A N/A N/A

NAV & Total Return History

AWSHX - Holdings

Concentration Analysis

AWSHX Category Low Category High AWSHX % Rank
Net Assets 111 B N/A N/A N/A
Number of Holdings 156 N/A N/A N/A
Net Assets in Top 10 32.2 B N/A N/A N/A
Weighting of Top 10 28.45% N/A N/A N/A

Top 10 Holdings

  1. Microsoft Corp 5.52%

  2. Intel Corp 3.40%

  3. Broadcom Inc 3.03%

  4. Boeing Co 2.74%

  5. Merck & Co Inc 2.69%

  6. Comcast Corp Class A 2.65%

  7. The Home Depot Inc 2.43%

  8. Royal Dutch Shell PLC ADR Class B 2.02%

  9. Marsh & McLennan Companies Inc 1.99%

  10. Verizon Communications Inc 1.98%


Asset Allocation

Weighting Return Low Return High AWSHX % Rank
Stocks
95.74% N/A N/A N/A
Cash
4.25% N/A N/A N/A
Preferred Stocks
0.02% N/A N/A N/A
Other
0.00% N/A N/A N/A
Convertible Bonds
0.00% N/A N/A N/A
Bonds
0.00% N/A N/A N/A

Stock Sector Breakdown

Weighting Return Low Return High AWSHX % Rank
Technology
18.00% N/A N/A N/A
Financial Services
16.15% N/A N/A N/A
Healthcare
13.67% N/A N/A N/A
Industrials
13.02% N/A N/A N/A
Energy
9.55% N/A N/A N/A
Consumer Cyclical
6.11% N/A N/A N/A
Consumer Defense
5.91% N/A N/A N/A
Communication Services
4.64% N/A N/A N/A
Basic Materials
4.04% N/A N/A N/A
Utilities
3.37% N/A N/A N/A
Real Estate
1.28% N/A N/A N/A

Stock Geographic Breakdown

Weighting Return Low Return High AWSHX % Rank
US
86.79% N/A N/A N/A
Non US
8.95% N/A N/A N/A

AWSHX - Expenses

Operational Fees

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.57% N/A N/A N/A
Management Fee 0.23% N/A N/A N/A
12b-1 Fee 0.24% N/A N/A N/A
Administrative Fee 0.01% N/A N/A N/A

Sales Fees

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% N/A N/A N/A
Deferred Load N/A N/A N/A N/A

Trading Fees

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

Turnover 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.

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 25.00% N/A N/A N/A

AWSHX - Distributions

Dividend Yield Analysis

AWSHX Category Low Category High AWSHX % Rank
Dividend Yield 0.01% N/A N/A N/A

Dividend Distribution Analysis

AWSHX Category Low Category High Category Mode
Dividend Distribution Frequency Quarterly

Dividend Payout History


Net Income Ratio Analysis

AWSHX Category Low Category High AWSHX % Rank
Net Income Ratio 1.97% N/A N/A N/A

Capital Gain Distribution Analysis

AWSHX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually

AWSHX - Managers

Alan N. Berro

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 1997

21.93

21.9%

Alan N. Berro is an equity portfolio manager at Capital Group. He also serves on the Portfolio Oversight Committee. He has 33 years of investment experience and has been with Capital Group for 28 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He also worked as an auditor for Price Waterhouse in Los Angeles. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from the University of California, Los Angeles graduating magna cum laude. He also holds the certified public accountant and Chartered Financial Analyst® designations and is a member of the Los Angeles Society of Financial Analysts. Alan is based in Los Angeles.


Jeffrey T. Lager

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 2004

14.92

14.9%

Jeffrey T. Lager is an equity portfolio manager at Capital Group. He has 21 years of investment experience and has been with Capital Group for 19 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. environmental services, IT & business services, technology hardware, IT outsourcing and transaction processing companies. Before joining Capital, Jeff was a manager of investment analysis at Medical Portfolio Management in Cambridge, Massachusetts, and an associate at the Boston Consulting Group in Boston. He holds an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar, as well as a master’s degree in sociology and a bachelor’s degree with distinction in decision analysis from Stanford University. He also holds the Chartered Financial Analyst® designation. Jeff is based in San Francisco.


Alan J. Wilson

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 2013

5.92

5.9%

Alan J. Wilson is a portfolio manager at Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, environmental services, energy equipment, trucks, personal care, household products and energy companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. He holds an MBA from Harvard Business School and a bachelor’s degree in civil engineering from Massachusetts Institute of Technology. Alan is based in Los Angeles.


Jin Lee

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 2014

4.92

4.9%

Jin Lee is an equity portfolio manager at Capital Group. He has 23 years of investment experience and has been with Capital Group for 22 years. Earlier in his career at Capital, as an equity investment analyst, he covered U.S. telecommunication services, U.S. building products companies and paper & forest products and restaurants. Prior to joining Capital, he was a senior business planner for the Walt Disney Company and a consultant with L/E/K Partnership. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from the University of Pennsylvania graduating with honors. Jin is based in Los Angeles.


Eric H. Stern

Manager

Start Date

Tenure

Tenure Rank

Nov 01, 2014

4.58

4.6%

Eric H. Stern is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. As an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. Eric is based in Los Angeles.


Brady L. Enright

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 2016

2.92

2.9%

Brady L. Enright is an equity portfolio manager at Capital Group. He has 25 years of investment experience and has been with Capital Group for 20 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. small-cap companies, as well as commercial services and supplies companies. Prior to joining Capital, Brady was an equity research analyst and portfolio manager for Provident Investment Counsel. He holds an MBA from Harvard Business School and a bachelor’s degree in biology from Stanford University. He also holds the Chartered Financial Analyst® designation. Brady is based in San Francisco.


Mark L. Casey

Manager

Start Date

Tenure

Tenure Rank

Jul 01, 2018

0.92

0.9%

Mark L. Casey is an equity portfolio manager at Capital Group. He has 18 years of investment experience, all with Capital Group. Earlier in his career at Capital, Mark was an equity investment analyst and covered U.S. media, entertainment, newspapers, infrastructure software, internet and document imaging. Prior to joining Capital, he was a director and product manager for Siebel Systems. He holds an MBA with distinction from Harvard Business School and a bachelor’s degree in history from Yale University graduating magna cum laude. Mark is based in San Francisco.


Tenure Analysis

Category Low

N/A

Category High

N/A

Category Average

N/A

Category Mode

N/A