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American Funds Washington Mutual Investors Fund;A

NAS: AWSHX

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Overview Holdings Charts Historical Quotes
AWSHX
/zigman2/quotes/208118063/realtime

$

53.24

Change

+0.09 +0.17%

Aug 5, 2022

YTD return

-8.66%

5 yr avg return

11.01%

Total net assets

71.73B

52 week low

52 week high

$49.05

$64.49

Yield

1.60%

Fees & Expenses

Front load

5.75%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.57%

12 b-1

0.25%

Turnover

19.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.21

Dividend freq.

Quarterly

Capital gain (2021)

2.81

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.05

Beta

0.88

Standard deviation

5.00

R. squared

0.93

Min. Investment

Standard (taxable)

250

IRA

25

Mutual Fund Prospectuses

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/awshx

MarketWatch News on AWSHX

  4. The Top 200 Sustainable Mutual Funds

    1:28 p.m. Oct. 13, 2016

    - Barron's Online

  5. Move Over, FANGs: Value Investing Is Rebounding

    12:57 a.m. March 12, 2016

    - Barron's Online

  6. The best mutual funds you’ve never heard of

    11:42 a.m. April 26, 2014

    - Chuck Jaffe

  7. Value funds enjoy slight edge over S&P 500

    12:01 a.m. Oct. 1, 2013

    - J.J. Zhang

  9. What to look for in a dividend mutual fund

    12:01 p.m. Sept. 11, 2011

    - Chuck Jaffe

  10. video content The American Way

    11:25 a.m. April 12, 2011

    - Barrons.com

  11. Staying the Course

    3:25 p.m. April 11, 2011

    - Barron's Online

  12. Three ugly fund types have handsome future

    12:48 p.m. Dec. 7, 2010

    - Jonathan Burton

  13. Small-cap stock funds notch big gains in quarter

    6:24 p.m. April 2, 2010

    - Jonathan Burton

  14. Lazy Portfolios upend popular active funds

    12:01 a.m. July 7, 2009

    - Paul B. Farrell

  15. Stock funds' late-quarter rally brings out optimists and skeptics

    6:24 p.m. April 3, 2009

    - Jonathan Burton

  16. U.S. stock funds' sharp quarterly losses test investors' mettle

    7:14 p.m. Oct. 3, 2008

    - Jonathan Burton

  17. U.S. stock funds run out of gas in an oil-slicked quarter

    6:45 p.m. June 27, 2008

    - Jonathan Burton

  19. Are 401(k) investment committees protecting your assets?

    9:28 p.m. July 26, 2007

    - Robert Powell

  20. In a Fishbowl

    1:01 a.m. Jan. 8, 2007

    - Barron's Online

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Lipper Leader

Total Return: 5 Consistent Return: 4 Preservation: 5 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 4 (66th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)		 % rank in category Quintile rank
YTD -8.66% -7.85% -12.20% 66% 4
1yr 0.13% -1.96% -5.00% 29% 2
3yr 12.53% 11.03% 15.30% 25% 2
5yr 11.01% 8.81% 12.80% 11% 1
10yr 12.18% 10.84% 13.7% 15% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$54,506

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Value Funds

Fund family

American Funds Cl A

Fund status

Open

Fund inception

July 31, 1952

Manager

Team Managed

Investment Policy

The Fund seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The Fund invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

Top Holdings

/news/nonmarketwatch/company/us/awshx

Other News on AWSHX

  3. Winners And Also-Rans Among The Biggest Stock Funds

    7:31 a.m. Aug. 24, 2021

    - Seeking Alpha

  4. The Not-So-Simple Truths About ETF Vs. Mutual Fund Performance

    9:18 a.m. April 26, 2021

    - Seeking Alpha

  6. 3 Large-Cap Value Funds for Scintillating Returns

    8:32 a.m. Oct. 20, 2020

    - Zacks.com

  7. Active Equity Managers Underperform At Bull Market Peaks

    6:58 a.m. Jan. 20, 2020

    - Seeking Alpha

  9. Survive The Rocky Market With These ETFs/Funds

    10:52 a.m. May 7, 2018

    - Seeking Alpha

  10. Why Bother Picking Stocks? Part 3

    6:19 a.m. March 12, 2018

    - Seeking Alpha

  11. The 7 Best Value Funds to Hold Forever

    3:13 p.m. Dec. 5, 2017

    - InvestorPlace.com

  13. How To Find Income In Retirement

    10:03 p.m. July 16, 2017

    - Seeking Alpha

  14. The Case Against Bonds

    6:12 p.m. July 11, 2017

    - Seeking Alpha

  15. How To Beat The Index

    3:06 p.m. July 10, 2017

    - Seeking Alpha

  17. Actively-managed funds are making a huge comeback

    4:46 p.m. Nov. 5, 2016

    - Seeking Alpha

  19. 4 Top-Rated American Funds' Mutual Funds

    9:00 a.m. Feb. 22, 2016

    - Zacks.com

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