American Funds Washington Mutual Investors Fund Class F-1 (WSHFX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
60.54
+0.18 (0.30%)
Jul 3, 2024, 8:01 PM EDT
13.26% (1Y)
Fund Assets | 178.93B |
Expense Ratio | 0.64% |
Min. Investment | $250 |
Turnover | 30.00% |
Dividend (ttm) | 4.91 |
Dividend Yield | 8.10% |
Dividend Growth | 59.48% |
Payout Frequency | Quarterly |
Ex-Dividend Date | Jun 12, 2024 |
Previous Close | 60.36 |
YTD Return | 11.25% |
1-Year Return | 22.94% |
5-Year Return | 79.27% |
52-Week Low | 51.03 |
52-Week High | 62.37 |
Beta (5Y) | 0.82 |
Holdings | 202 |
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 22.94% in the past year. Since the fund's inception, the average annual return has been 3.28%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
31.64% of assetsName | Symbol | Weight |
---|---|---|
Broadcom Inc. | AVGO | 6.95% |
Microsoft Corporation | MSFT | 6.05% |
CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 3.63% |
Eli Lilly and Company | LLY | 2.89% |
UnitedHealth Group Incorporated | UNH | 2.88% |
Marsh & McLennan Companies, Inc. | MMC | 2.25% |
Philip Morris International Inc. | PM | 1.88% |
Comcast Corporation | CMCSA | 1.85% |
JPMorgan Chase & Co. | JPM | 1.71% |
Alphabet Inc. | GOOG | 1.56% |
Dividend History
Ex-Dividend | Amount | Pay Date |
---|---|---|
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 |
Mar 15, 2023 | $0.1996 | Mar 16, 2023 |