American Funds Washington Mutual Investors Fund Class A (AWSHX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
62.59
+0.09 (0.14%)
May 17, 2024, 4:00 PM EDT
17.54% (1Y)
| Fund Assets | 173.95B |
| Expense Ratio | 0.57% |
| Min. Investment | $250 |
| Turnover | 30.00% |
| Dividend (ttm) | 3.51 |
| Dividend Yield | 5.61% |
| Dividend Growth | 6.92% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 13, 2024 |
| Previous Close | 62.50 |
| YTD Return | 9.79% |
| 1-Year Return | 25.95% |
| 5-Year Return | 82.59% |
| 52-Week Low | 51.29 |
| 52-Week High | 62.64 |
| Beta (5Y) | 0.82 |
| Holdings | 189 |
| Inception Date | Jul 31, 1952 |
About AWSHX
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 AWSHX
Index S&P 500 TR
Performance
AWSHX had a total return of 25.95% in the past year. Since the fund's inception, the average annual return has been 5.16%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FIKGX | Fidelity | Fidelity Advisor Semiconductors Fund - Class Z | 0.62% |
| FMAMX | Fidelity | Fidelity Advisor Stock Selector All Cap Fund - Class A | 0.89% |
| FGRTX | Fidelity | Fidelity Mega Cap Stock Fund | 0.63% |
| FLCNX | Fidelity | Fidelity Contrafund K6 | 0.45% |
| FMFTX | Fidelity | Fidelity Advisor Materials Fund - Class M | 1.24% |
Top 10 Holdings
33.21% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.67% |
| Microsoft Corporation | MSFT | 6.62% |
| Cash And Other Assets Less Liablities | n/a | 3.31% |
| Capital Group Central Cash Fund | n/a | 2.90% |
| UnitedHealth Group Incorporated | UNH | 2.84% |
| Eli Lilly and Company | LLY | 2.78% |
| Marsh & McLennan Companies, Inc. | MMC | 2.35% |
| Comcast Corporation | CMCSA | 2.25% |
| The Home Depot, Inc. | HD | 1.91% |
| Philip Morris International Inc. | PM | 1.57% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 13, 2024 | $0.205 | Mar 14, 2024 |
| Dec 15, 2023 | $1.550 | Dec 18, 2023 |
| Sep 13, 2023 | $0.205 | Sep 14, 2023 |
| Jun 14, 2023 | $1.5495 | Jun 15, 2023 |
| Mar 15, 2023 | $0.205 | Mar 16, 2023 |
| Dec 16, 2022 | $1.1452 | Dec 19, 2022 |