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American Funds Washington Mutual Investors Fund Class A (AWSHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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58.53-0.49 (-0.83%)
At close: 8:01PM EDT
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American Funds Washington Mutual Investors Fund Class A

Washington Mutual Investors Fund Inc

333 Hope St-55th Fl

Los Angeles CA 90071

800-421-4225
Management Information
Alan Berro,Lead Manager since June 30, 1997
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.
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.

Fund Overview

CategoryLarge Blend
Fund FamilyAmerican Funds
Net Assets156.45B
YTD Return22.58%
Yield1.50%
Morningstar Rating★★★
Inception DateJul 30, 1952

Fund Operations

Last Dividend0.20
Last Cap Gain0.00
Holdings Turnover24.00%
Average for CategoryN/A

Fees & Expenses

ExpenseAWSHXCategory Average
Annual Report Expense Ratio (net)0.58%0.84%
Prospectus Net Expense Ratio0.58%N/A
Prospectus Gross Expense Ratio0.58%N/A
Max 12b1 Fee0.24%N/A
Max Front End Sales Load5.75%5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection750N/A
5 Yr Expense Projection880N/A
10 Yr Expense Projection1,259N/A
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