American Funds Washington Mutual Investors Fund Class A (AWSHX)

Fund Assets	217.88B
Expense Ratio	0.55%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	6.45
Dividend Yield	8.82%
Dividend Growth	5.24%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 16, 2026

Previous Close	68.94
YTD Return	10.73%
1-Year Return	16.18%
5-Year Return	81.19%
52-Week Low	61.58
52-Week High	69.85
Beta (5Y)	0.91
Holdings	197
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: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: AWSHX
• Share Class: Class A
• Index: S&P 500 TR

Performance

AWSHX had a total return of 16.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.19%.

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 K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
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	0.26%
RWMGX	R-6	0.26%
FWWMX	Class 529-f-3	0.31%
RWMFX	Class R-5	0.31%

Top 10 Holdings

29.69% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.41%
Microsoft Corporation	MSFT	3.93%
Philip Morris International Inc.	PM	3.67%
Apple Inc.	AAPL	3.12%
Capital Group Central Cash Fund	n/a	2.82%
KLA Corporation	KLAC	2.53%
Eli Lilly and Company	LLY	2.05%
Welltower Inc.	WELL	1.75%
Alphabet Inc.	GOOGL	1.74%
UnitedHealth Group Incorporated	UNH	1.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 16, 2026	$2.801	Jun 17, 2026
Mar 18, 2026	$0.205	Mar 19, 2026
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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 20, 2026

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