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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
62.66
+0.49 (0.79%)
Jan 17, 2025, 8:01 PM EST
10.67%
Fund Assets 140.73B
Expense Ratio 0.64%
Min. Investment $250
Turnover n/a
Dividend (ttm) 6.15
Dividend Yield 9.82%
Dividend Growth 76.92%
Payout Frequency Quarterly
Ex-Dividend Date Dec 19, 2024
Previous Close 62.17
YTD Return 2.34%
1-Year Return 22.33%
5-Year Return 76.93%
52-Week Low 57.40
52-Week High 65.94
Beta (5Y) 0.80
Holdings 197
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.

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 22.33% in the past year. Since the fund's inception, the average annual return has been 8.34%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
FALCX Fidelity Strategic Advisers Large Cap Fund 0.24%
FEQJX Fidelity Fidelity Advisor Hedged Equity Fund - Class I 0.56%

Other Share Classes

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

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

Top 10 Holdings

30.66% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.27%
Microsoft Corporation MSFT 5.33%
CAPITAL GROUP CENTRAL CASH FUND CMQXX 3.19%
UnitedHealth Group Incorporated UNH 2.91%
Eli Lilly and Company LLY 2.70%
Philip Morris International Inc. PM 2.49%
Marsh & McLennan Companies, Inc. MMC 2.28%
Apple Inc. AAPL 2.22%
AbbVie Inc. ABBV 1.67%
JPMorgan Chase & Co. JPM 1.60%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 19, 2024 $2.7956 Dec 20, 2024
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
Full Dividend History