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AWSHX (Mutual Fund)
American Funds Washington Mutual Investors Fund
Dividend policy
Active
Price as of:
$50.19 +0.18 +0%
primary theme
U.S. Large-Cap Blend Equity

AWSHX - Snapshot

Vitals

  • YTD Return 4.2%
  • 3 Yr Annualized Return 8.9%
  • 5 Yr Annualized Return 11.3%
  • Net Assets $133 B
  • Holdings in Top 10 31.0%

52 WEEK LOW AND HIGH

$50.01
$32.27
$50.19

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.58%

SALES FEES

  • Front Load 5.75%
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 30.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $250
  • IRA N/A

Fund Classification

  • Primary Theme U.S. Large-Cap Blend Equity
  • Fund Type Open End Mutual Fund
  • Investment Style Large Blend

Compare AWSHX to Popular U.S. Large-Cap Blend Equity Funds

Overview

Next Dividend

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Dividend.com Ratings*

$127.59

+0.19%

$274.06 B

1.76%

$2.25

blocked
blocked
blocked

13.90%

-

$328.15

+0.19%

$231.63 B

1.66%

$5.44

blocked
blocked
blocked

13.07%

-

$50.19

+0.36%

$132.58 B

1.64%

$0.82

blocked
blocked
blocked

4.24%

-

$67.60

+0.30%

$111.30 B

1.01%

$0.68

blocked
blocked
blocked

9.00%

-

$43.71

+0.16%

$105.95 B

1.42%

$0.62

blocked
blocked
blocked

10.46%

-

Compare AWSHX to Popular U.S. Large-Cap Blend Equity ETFs

Overview

Next Dividend

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

Dividend.com Ratings*

$189.23

+0.09%

$946.66 B

1.16%

$2.20

blocked
blocked
blocked

15.88%

-

$337.01

+0.21%

$619.88 B

1.59%

$5.35

blocked
blocked
blocked

13.90%

-

$366.79

+0.21%

$322.49 B

1.55%

$5.68

blocked
blocked
blocked

13.93%

-

$368.10

+0.21%

$234.69 B

1.61%

$5.90

blocked
blocked
blocked

13.86%

-

$138.92

-0.29%

$62.66 B

1.60%

$2.23

blocked
blocked
blocked

11.12%

-

AWSHX - Profile

Distributions

  • YTD Total Return 4.2%
  • 3 Yr Annualized Total Return 6.8%
  • 5 Yr Annualized Total Return 10.0%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.93%
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 Berro

Fund Description

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.


AWSHX - Performance

Return Ranking - Trailing

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
YTD 4.2% -36.8% 2208.5% 89.56%
1 Yr 7.0% -16.4% 50.6% 89.96%
3 Yr 8.9%* -16.2% 18.5% 79.39%
5 Yr 11.3%* -5.2% 18.8% 68.66%
10 Yr 12.5%* -0.5% 17.6% 58.94%

* Annualized

Return Ranking - Calendar

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
2019 17.2% -22.7% 41.1% 78.79%
2018 -10.0% -100.0% 1.4% 28.22%
2017 11.5% -100.0% 33.2% 64.38%
2016 6.5% -44.8% 25.0% 55.06%
2015 -6.1% -51.1% 20.5% 58.29%

Total Return Ranking - Trailing

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
YTD 4.2% -36.8% 2208.5% 89.49%
1 Yr 0.8% -16.4% 50.6% 96.83%
3 Yr 6.8%* -16.2% 18.5% 90.04%
5 Yr 10.0%* -5.2% 18.8% 83.91%
10 Yr 11.8%* -0.5% 17.6% 72.74%

* Annualized

Total Return Ranking - Calendar

Period AWSHX Return Category Return Low Category Return High Rank in Category (%)
2019 17.2% -21.6% 41.1% 78.79%
2018 -5.9% -100.0% 1.4% 26.62%
2017 20.2% -100.0% 33.2% 42.03%
2016 13.4% -16.4% 26.8% 11.21%
2015 -0.3% -26.4% 106.5% 34.06%

NAV & Total Return History


AWSHX - Holdings

Concentration Analysis

AWSHX Category Low Category High AWSHX % Rank
Net Assets 133 B 171 K 947 B 1.20%
Number of Holdings 182 1 3591 39.27%
Net Assets in Top 10 38.4 B -95.2 M 210 B 2.44%
Weighting of Top 10 30.97% 2.1% 100.0% 53.65%

Top 10 Holdings

  1. Microsoft Corp 5.95%
  2. Broadcom Inc 4.74%
  3. Comcast Corp Class A 4.23%
  4. Comcast Corp Class A 4.23%
  5. Comcast Corp Class A 4.23%
  6. Comcast Corp Class A 4.23%
  7. Comcast Corp Class A 4.23%
  8. Comcast Corp Class A 4.23%
  9. Comcast Corp Class A 4.23%
  10. Comcast Corp Class A 4.23%

Asset Allocation

Weighting Return Low Return High AWSHX % Rank
Stocks
96.19% 0.00% 147.19% 87.41%
Cash
3.21% -110.24% 100.00% 14.76%
Preferred Stocks
0.59% 0.00% 13.76% 1.76%
Other
0.00% -4.07% 100.00% 37.91%
Convertible Bonds
0.00% 0.00% 13.87% 35.00%
Bonds
0.00% 0.00% 85.20% 38.66%

Stock Sector Breakdown

Weighting Return Low Return High AWSHX % Rank
Healthcare
19.41% 0.00% 47.40% 7.33%
Technology
17.84% 0.00% 54.19% 81.30%
Financial Services
17.11% 0.00% 45.75% 15.82%
Industrials
11.74% 0.00% 29.63% 19.38%
Communication Services
8.63% 0.00% 33.69% 73.01%
Consumer Defense
7.36% 0.00% 36.05% 60.34%
Basic Materials
4.63% 0.00% 23.31% 12.40%
Consumer Cyclical
4.61% 0.00% 71.06% 95.21%
Utilities
3.78% 0.00% 15.84% 15.21%
Energy
3.16% 0.00% 19.63% 14.04%
Real Estate
1.73% 0.00% 20.42% 68.36%

Stock Geographic Breakdown

Weighting Return Low Return High AWSHX % Rank
US
88.46% 0.00% 145.73% 81.25%
Non US
7.73% 0.00% 62.26% 17.06%

AWSHX - Expenses

Operational Fees

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.58% 0.01% 20.53% 71.47%
Management Fee 0.23% 0.00% 2.00% 17.91%
12b-1 Fee 0.25% 0.00% 1.00% 42.86%
Administrative Fee 0.03% 0.00% 0.95% 5.41%

Sales Fees

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% 1.00% 5.75% 17.65%
Deferred Load N/A 0.95% 5.00% N/A

Trading Fees

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.25% 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.

AWSHX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 30.00% 0.00% 451.00% 45.70%

AWSHX - Distributions

Dividend Yield Analysis

AWSHX Category Low Category High AWSHX % Rank
Dividend Yield 0.00% 0.00% 9.94% 42.17%

Dividend Distribution Analysis

AWSHX Category Low Category High Category Mod
Dividend Distribution Frequency Quarterly Annually Semi-Annually Annually

Net Income Ratio Analysis

AWSHX Category Low Category High AWSHX % Rank
Net Income Ratio 1.93% -3.04% 3.34% 10.84%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

AWSHX - Fund Manager Analysis

Managers

Alan Berro


Start Date

Tenure

Tenure Rank

Jul 01, 1997

23.43

23.4%

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 Lager


Start Date

Tenure

Tenure Rank

Jul 01, 2004

16.43

16.4%

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 Wilson


Start Date

Tenure

Tenure Rank

Jul 01, 2013

7.42

7.4%

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


Start Date

Tenure

Tenure Rank

Jul 01, 2014

6.42

6.4%

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.

Diana Wagner


Start Date

Tenure

Tenure Rank

Jun 30, 2014

6.42

6.4%

Diana Wagner is an equity portfolio manager at Capital Group. As an equity investment analyst, she covers U.S. healthcare services. She has 23 years of investment experience and has been with Capital Group for 19 years. Earlier in her career as an analyst, she also covered global semiconductor equipment and paper & forest products companies. Prior to joining Capital, Diana was at ING Barings in London and at SBC Warburg in New York. She holds an MBA from Columbia Business School and a bachelor’s degree in art history from Yale University. Diana is based in New York.

Eric Stern


Start Date

Tenure

Tenure Rank

Nov 01, 2014

6.08

6.1%

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.

Irfan Furniturewala


Start Date

Tenure

Tenure Rank

Jun 30, 2015

5.42

5.4%

Irfan M. Furniturewala is an equity portfolio manager at Capital Group. He has 20 years of investment experience and has been with Capital Group for 19 years. Earlier in his career at Capital as an equity investment analyst, he covered U.S. hardware and semiconductor companies. Prior to joining Capital, Irfan was a senior design engineer at Motorola, Inc., and he is a co-inventor of two patents approved by the United States Patent and Trademark Office. He holds an MBA from the Wharton School of the University of Pennsylvania, a master’s degree in electrical engineering from Iowa State University, and a bachelor’s degree in electronics engineering from the University of Mumbai. Irfan is based in Los Angeles.

Brady Enright


Start Date

Tenure

Tenure Rank

Jul 01, 2016

4.42

4.4%

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 Casey


Start Date

Tenure

Tenure Rank

Jul 01, 2016

4.42

4.4%

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 Category High Category Average Category Mode
0.02 41.94 6.37 0.92

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