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American Funds Washington Mutual A (AWSHX)

60.32 -0.05 (-0.08%)
At close: 5:20 PM EDT

Fund Summary

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.

American Funds Washington Mutual A

Los Angeles CA 90071
333 Hope St-55th Fl

Fund Overview

Category Large Blend
Fund Family American Funds
Net Assets 181.42B
YTD Return 9.14%
Yield 1.48%
Morningstar Rating
Inception Date Mar 15, 2001

Fund Operations

Last Dividend 0.20
Last Cap Gain 37.00
Holdings Turnover 30.00%
Average for Category --

Fees & Expenses

Expense AWSHX Category Average
Annual Report Expense Ratio (net) 1.33% 0.84%
Prospectus Net Expense Ratio 1.33% --
Prospectus Gross Expense Ratio 1.33% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alan J. Wilson, Lead Manager since July 01, 2013
Alan J. Wilson is a portfolio manager at Capital Group. He has 39 years of investment industry experience and has been with Capital Group for 33 years. 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 (oil & gas drilling) companies. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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