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American Funds Washington Mutual F1 (WSHFX)

60.84 -0.03 (-0.05%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 60.87
  • YTD Return 4.94%
  • Expense Ratio 0.27%
  • Category Large Blend
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 173.95B
  • Beta (5Y Monthly) 0.82
  • Yield 1.49%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.20
  • Inception Date Oct 30, 2020

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.

American Funds

Fund Family

Large Blend

Fund Category

173.95B

Net Assets

2020-10-30

Inception Date

Performance Overview: WSHFX

Trailing returns as of 5/30/2024. Category is Large Blend.

YTD Return

WSHFX
4.94%
Category
5.31%
 

1-Year Return

WSHFX
19.28%
Category
20.31%
 

3-Year Return

WSHFX
8.62%
Category
6.48%
 

5-Year Return

WSHFX
11.33%
Category
11.78%
 

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Holdings: WSHFX

Top 10 Holdings (30.73% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 6.79%
MSFT
Microsoft Corporation 6.73%
LLY
Eli Lilly and Company 2.87%
UNH
UnitedHealth Group Incorporated 2.85%
MMC
Marsh & McLennan Companies, Inc. 2.40%
CMCSA
Comcast Corporation 2.27%
HD
The Home Depot, Inc. 1.93%
JPM
JPMorgan Chase & Co. 1.67%
ABBV
AbbVie Inc. 1.62%
PM
Philip Morris International Inc. 1.60%

Sector Weightings

SectorWSHFX
Technology   23.02%
Healthcare   16.67%
Industrials   11.72%
Energy   5.28%
Utilities   3.55%
Real Estate   1.48%

Recent News: WSHFX

Research Reports: WSHFX

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