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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
66.92
-0.06 (-0.09%)
Jul 8, 2026, 8:07 AM EST
Fund Assets218.08B
Expense Ratio0.62%
Min. Investment$250
Turnover29.00%
Dividend (ttm)6.41
Dividend Yield9.57%
Dividend Growth5.20%
Payout FrequencyQuarterly
Ex-Dividend DateJun 16, 2026
Previous Close66.98
YTD Return7.97%
1-Year Return15.43%
5-Year Return78.23%
52-Week Low61.19
52-Week High68.83
Beta (5Y)0.91
Holdings200
Inception DateJul 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.

Fund Family Capital Group
Category Large Value
Performance Rating High
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol WSHFX
Share Class Class F-1
Index S&P 500 TR

Performance

WSHFX had a total return of 15.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.74%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
FMGKXFidelityFidelity Magellan K0.57%
FMAGXFidelityFidelity Magellan Fund0.64%
FEQDXFidelityFidelity Advisor Hedged Equity C1.55%
FEQNXFidelityFidelity Advisor Hedged Equity M1.05%
FEQJXFidelityFidelity Advisor Hedged Equity I0.55%

Other Share Classes

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

SymbolShare ClassExpense Ratio
FWMIXClass F-30.26%
RWMGXR-60.26%
FWWMXClass 529-f-30.31%
RWMFXClass R-50.31%

Top 10 Holdings

29.95% of assets
NameSymbolWeight
Broadcom Inc.AVGO7.49%
Microsoft CorporationMSFT4.64%
Philip Morris International Inc.PM3.45%
CAPITAL GROUP CENTRAL CASH FUNDCMQXX3.36%
Apple Inc.AAPL2.42%
Alphabet Inc.GOOGL2.02%
Welltower Inc.WELL1.71%
NVIDIA CorporationNVDA1.64%
Eli Lilly and CompanyLLY1.63%
Bank of America CorporationBAC1.60%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 16, 2026$2.7875Jun 17, 2026
Mar 18, 2026$0.1923Mar 19, 2026
Dec 18, 2025$3.234Dec 19, 2025
Sep 17, 2025$0.194Sep 18, 2025
Jun 11, 2025$2.9079Jun 12, 2025
Mar 12, 2025$0.194Mar 13, 2025
Full Dividend History