American Funds Washington Mutual A
(AWSHX)
US Markets Closed
AdChoices
40.93
+0.66
+1.64%
:

Previous Close

40.27

Net Assets

51.62B

Yield

2.04%

Front load

5.75

Expenses

0.60%

Category

Large Value

Morningstar Risk

Below Average

Morningstar Rating ★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • AWSHX

  • Category

    • 2013

    • 31.91%

    • -

    • 2012

    • 12.50%

    • -

    • 2011

    • 7.05%

    • -

    • 2010

    • 13.34%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 9.60%

      • 7.70%

      • 6.29%

      • Q2

      • 4.69%

      • -0.53%

      • 1.71%

      • Q3

      • 4.69%

      • 4.60%

      • -11.29%

      • Q4

      • 9.81%

      • 0.40%

      • 11.63%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Microsoft Corp

        • 5.62

        • 87,367,100

        • 195,300

        • Home Depot Inc

        • 4.37

        • 34,300,900

        • -360,100

        • Boeing Co

        • 4.26

        • 24,120,000

        • 0

        • Merck & Co Inc

        • 3.96

        • 48,141,400

        • 1,394,000

        • Wells Fargo & Co

        • 3.34

        • 46,409,200

        • -3,281,000

        • Royal Dutch Shell PLC ADR Class B

        • 3.21

        • 29,240,000

        • 0

        • Coca-Cola Co

        • 2.60

        • 43,929,200

        • 300,000

        • Verizon Communications Inc

        • 2.58

        • 37,223,193

        • 159,900

        • Lockheed Martin Corp

        • 2.52

        • 9,925,000

        • 0

        • American Express Co

        • 2.35

        • 19,323,000

        • -2,250,000

        • Name

        • Rating

        • YTD Return %

          • SunAmerica Focused Dividend Strategy B

          • ★★★★★
          • 2.95

          • Vanguard Equity-Income Adm

          • ★★★★★
          • 4.97

          • SunAmerica Focused Dividend Strategy A

          • ★★★★★
          • 3.48

          • Robeco Boston Partners All Cap Val Instl

          • ★★★★★
          • 4.38

          • JPMorgan Value Advantage Instl

          • ★★★★★
          • 6.15

          • AllianceBern Growth and Income I

          • ★★★★★
          • 2.40

          • Poplar Forest Partners A Load Waived

          • ★★★★★
          • 5.12

          • American Beacon Bridgeway Lg Cp Val Inst

          • ★★★★★
          • 6.62

          • JPMorgan Value Advantage C

          • ★★★★★
          • 5.32

          • Columbia Select Large-Cap Value W

          • ★★★★★
          • 5.66

          • Name

          • AWSHX

          • Category

            • Expense Ratio

            • 0.60%

            • 1.15%

            • Net Assets

            • 51.62B

            • 702.44M

            • Dividend Yield

            • 2.57%

            • 3.05

            • Price/Book

            • 2.24

            • 1.94

            • Price/Sales

            • 1.68

            • 1.51

            • Price/Cash Flow

            • 7.56

            • 4.93

            Profile

            Name of Issuer

            American Funds

            Fund Style

            Open

            Fund Manager

            Jeffrey Lager

            Investment Style

            Large Blend

            The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. 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.

            Purchase Information

            Initial Purchase 250
            Initial Purchase: IRA 250
            Initial Purchase: AIP NA
            Front load 5.75
            Back Load 5.75

            Inception

            7/31/1952