American Funds Washington Mutual Investors Fund Class A (AWSHX)
| Fund Assets | 211.09B |
| Expense Ratio | 0.57% |
| Min. Investment | $250 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.57 |
| Dividend Yield | 9.22% |
| Dividend Growth | 6.09% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 71.31 |
| YTD Return | 2.85% |
| 1-Year Return | 15.46% |
| 5-Year Return | 86.53% |
| 52-Week Low | 53.70 |
| 52-Week High | 71.53 |
| Beta (5Y) | n/a |
| Holdings | 191 |
| Inception Date | Jul 31, 1952 |
About AWSHX
American Funds Washington Mutual Investors Fund Class A is an actively managed mutual fund that primarily invests in the common stocks of well-established companies with a strong record of earnings and dividends. The fund seeks to produce income and provide an opportunity for principal growth, following a disciplined equity selection process rooted in sound investment practices established in the aftermath of the Great Depression. Managed by Capital Research and Management Company since its inception in 1952, the fund emphasizes large-cap, blue-chip U.S. equities, with a modest allocation to international stocks. Its portfolio typically features significant diversification, with the top ten holdings—such as Broadcom, Microsoft, and Apple—representing less than a third of assets. AWSHX is categorized within the "Large Blend" segment, offering broad exposure to leading industries, including information technology, financials, and health care. The fund maintains a relatively low expense ratio compared to its peers and is notable for its stability during market downturns, reflecting a history of seeking both income and principal growth for long-term investors.
Performance
AWSHX had a total return of 15.46% in the past year. Since the fund's inception, the average annual return has been 19.57%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FMGKX | Fidelity | Fidelity Magellan Fund - Class K | 0.40% |
| FMAGX | Fidelity | Fidelity Magellan Fund | 0.47% |
| FEQDX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class C | 1.55% |
| FEQNX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class M | 1.05% |
| FEQJX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class I | 0.55% |
Top 10 Holdings
29.91% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.87% |
| Microsoft Corporation | MSFT | 5.71% |
| Philip Morris International Inc. | PM | 3.38% |
| Apple Inc. | AAPL | 2.58% |
| Capital Group Central Cash Fund | n/a | 2.37% |
| Eli Lilly and Company | LLY | 2.19% |
| Marsh & McLennan Companies, Inc. | MRSH | 1.75% |
| NVIDIA Corporation | NVDA | 1.71% |
| UnitedHealth Group Incorporated | UNH | 1.71% |
| Amgen Inc. | AMGN | 1.64% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 18, 2025 | $3.2435 | Dec 19, 2025 |
| Sep 17, 2025 | $0.205 | Sep 18, 2025 |
| Jun 11, 2025 | $2.918 | Jun 12, 2025 |
| Mar 12, 2025 | $0.205 | Mar 13, 2025 |
| Dec 19, 2024 | $2.805 | Dec 20, 2024 |
| Sep 18, 2024 | $0.205 | Sep 19, 2024 |