American Funds Washington Mutual Investors Fund Class F-1 (WSHFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
63.23
-0.04 (-0.06%)
Nov 4, 2024, 8:06 AM EST
18.10%
Fund Assets 192.48B
Expense Ratio 0.64%
Min. Investment $250
Turnover 31.00%
Dividend (ttm) 4.90
Dividend Yield 7.75%
Dividend Growth 59.32%
Payout Frequency Quarterly
Ex-Dividend Date Sep 18, 2024
Previous Close 63.27
YTD Return 17.39%
1-Year Return 28.19%
5-Year Return 81.99%
52-Week Low 53.26
52-Week High 65.19
Beta (5Y) 0.82
Holdings 185
Inception Date Jul 31, 1952

About WSHFX

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 WSHFX
Index S&P 500 TR

Performance

WSHFX had a total return of 28.19% in the past year. Since the fund's inception, the average annual return has been 8.25%, including dividends.

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%
RWMFX Class R-5 0.32%
WMFFX Class F-2 0.38%
AWSHX Class A 0.57%

Top 10 Holdings

30.64% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.27%
Microsoft Corporation MSFT 5.55%
Capital Group Central Cash Fund n/a 3.17%
UnitedHealth Group Incorporated UNH 3.00%
Eli Lilly and Company LLY 2.77%
Marsh & McLennan Companies, Inc. MMC 2.29%
Apple Inc. AAPL 2.25%
Philip Morris International Inc. PM 2.20%
AbbVie Inc. ABBV 1.59%
JPMorgan Chase & Co. JPM 1.54%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Sep 18, 2024 $0.1934 Sep 19, 2024
Jun 12, 2024 $2.9698 Jun 13, 2024
Mar 13, 2024 $0.1961 Mar 14, 2024
Dec 15, 2023 $1.5419 Dec 18, 2023
Sep 13, 2023 $0.1972 Sep 14, 2023
Jun 14, 2023 $1.5402 Jun 15, 2023
Full Dividend History