American Funds Washington Mutual Investors Fund Class A (AWSHX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
62.59
+0.09 (0.14%)
May 17, 2024, 4:00 PM EDT
17.54% (1Y)
Fund Assets | 173.95B |
Expense Ratio | 0.57% |
Min. Investment | $250 |
Turnover | 30.00% |
Dividend (ttm) | 3.51 |
Dividend Yield | 5.61% |
Dividend Growth | 6.92% |
Payout Frequency | Quarterly |
Ex-Dividend Date | Mar 13, 2024 |
Previous Close | 62.50 |
YTD Return | 9.79% |
1-Year Return | 25.95% |
5-Year Return | 82.59% |
52-Week Low | 51.29 |
52-Week High | 62.64 |
Beta (5Y) | 0.82 |
Holdings | 189 |
Inception Date | Jul 31, 1952 |
About AWSHX
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.
Fund Family American Funds
Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol AWSHX
Index S&P 500 TR
Performance
AWSHX had a total return of 25.95% in the past year. Since the fund's inception, the average annual return has been 5.16%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Symbol | Provider | Name | Expense Ratio |
---|---|---|---|
FIKGX | Fidelity | Fidelity Advisor Semiconductors Fund - Class Z | 0.62% |
FMAMX | Fidelity | Fidelity Advisor Stock Selector All Cap Fund - Class A | 0.89% |
FGRTX | Fidelity | Fidelity Mega Cap Stock Fund | 0.63% |
FLCNX | Fidelity | Fidelity Contrafund K6 | 0.45% |
FMFTX | Fidelity | Fidelity Advisor Materials Fund - Class M | 1.24% |
Top 10 Holdings
33.21% of assetsName | Symbol | Weight |
---|---|---|
Broadcom Inc. | AVGO | 6.67% |
Microsoft Corporation | MSFT | 6.62% |
Cash And Other Assets Less Liablities | n/a | 3.31% |
Capital Group Central Cash Fund | n/a | 2.90% |
UnitedHealth Group Incorporated | UNH | 2.84% |
Eli Lilly and Company | LLY | 2.78% |
Marsh & McLennan Companies, Inc. | MMC | 2.35% |
Comcast Corporation | CMCSA | 2.25% |
The Home Depot, Inc. | HD | 1.91% |
Philip Morris International Inc. | PM | 1.57% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
Mar 13, 2024 | $0.205 | Mar 14, 2024 |
Dec 15, 2023 | $1.550 | Dec 18, 2023 |
Sep 13, 2023 | $0.205 | Sep 14, 2023 |
Jun 14, 2023 | $1.5495 | Jun 15, 2023 |
Mar 15, 2023 | $0.205 | Mar 16, 2023 |
Dec 16, 2022 | $1.1452 | Dec 19, 2022 |