• American Funds Washington Mutual Investors Fund

American Funds

  • US
  • Large-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    LBTTX 7.98

American Funds Washington Mutual Investors Fund

AWSHX (Inactive Fund)

Summary

The fund seeks income and capital appreciation by investing in companies in the United States.

The fund prefers a multi-manager investing approach to manage its assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers.

The investment process starts from a list of established companies in the benchmark index that have a track record of superior earnings and dividends.

Next, the investment team through fundamental research seeks to identify potential investment opportunities.

Then the team seeks companies that provide an above-average yield in its quarterly income distribution More

Price

Last Close

$57.77 ( +0.51 )

52 Week HL

$58.28 - $44.43

Net Assets

$134800 M

Expense Ratio

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Apr 02, 2021

Company Name

  • Broadcom Inc
  • Microsoft Corporation
  • Comcast Corporation
  • UnitedHealth Group
  • J P

Holding

  • 5.8
  • 5.5
  • 4.4
  • 3.1
  • 2.1

Company Name

  • CME Group
  • BlackRock
  • Intel
  • Marsh & McLennan
  • Johnson & Johnson
  • Total

Holding

  • 2.0
  • 2.0
  • 1.9
  • 1.9
  • 1.9
  • 30.6%

Manager

Name

Alan N. Berro

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

14.8 %

3 Year

39.39%

5 Year

71.2%

Best

41.22%
1995

Worst

-33.08%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 - -22% 9.9% -1.4% 4.3% 1.8% 0.2% 1.9% 9.6% 7.7% -
Q2 - 15.9% 0.5% 4.7% 2.5% 3.5% -1.2% 4.6% 5% -1.3% -
Q3 - 5.4% 0.6% 5.7% 5.6% 1.9% -6.1% 1% 4.3% 4.4% -
Q4 - - 3.8% -9.9% 6% 5.6% 7.2% 3.8% 9.8% - -

Returns +
Monthly

J F M A M J J A S O N D
2021 - - - - - - - - - - - -
2020 -1.3% -8.7% -13.4% 11.7% 3.9% -0.1% 3.3% 5.1% -1.2% -0.2% 11.2% 2.8%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    14%19%29%-7%19%10%-1%11%30%14%-1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AWSHX 15%4%17%-3%20%13%-0%12%32%13%7%
Russell 1000 14%19%29%-7%19%10%-1%11%30%14%-1%
Alpha 0%-15%-12%4%1%4%1%1%1%-1%8%

AWSHX Russell 1000

Chart +