American Funds Washington Mutual Investors Fund Class A (AWSHX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
71.16
-0.15 (-0.21%)
At close: Feb 27, 2026
4.94%
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.

Fund Family Capital Group
Category Large Value
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol AWSHX
Share Class Class A
Index S&P 500 TR

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%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
FWMIX Class F-3 0.27%
RWMGX R-6 0.27%
RWMFX Class R-5 0.32%
FWWMX Class 529-f-3 0.33%

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%
View More Holdings

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
Full Dividend History