American Funds Washington Mutual Investors Fund Class F-1 (WSHFX)
| Fund Assets | 212.89B |
| Expense Ratio | 0.64% |
| Min. Investment | $250 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.53 |
| Dividend Yield | 10.51% |
| Dividend Growth | 6.10% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 18, 2026 |
| Previous Close | 63.00 |
| YTD Return | -3.84% |
| 1-Year Return | 11.41% |
| 5-Year Return | 71.96% |
| 52-Week Low | 55.19 |
| 52-Week High | 68.83 |
| Beta (5Y) | n/a |
| Holdings | 191 |
| Inception Date | Jul 31, 1952 |
About WSHFX
American Funds Washington Mutual Investors Fund is a large blend mutual fund that invests primarily in high-quality common stocks of established companies. Its main objective is to produce income and provide an opportunity for growth of principal consistent with sound common stock investing. The fund is managed by Capital Research and Management Company, which emphasizes thorough research and risk management. It diversifies across various sectors, including information technology, financials, healthcare, and consumer staples, making it suitable for investors seeking a broad portfolio with a mix of growth and income potential. With a long history dating back to 1952, this fund plays a significant role in helping investors achieve balanced investment portfolios.
Performance
WSHFX had a total return of 11.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.35%.
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 |
|---|---|---|
| Mar 18, 2026 | $0.1923 | Mar 19, 2026 |
| Dec 18, 2025 | $3.234 | Dec 19, 2025 |
| Sep 17, 2025 | $0.194 | Sep 18, 2025 |
| Jun 11, 2025 | $2.9079 | Jun 12, 2025 |
| Mar 12, 2025 | $0.194 | Mar 13, 2025 |
| Dec 19, 2024 | $2.7956 | Dec 20, 2024 |