AWSHX — American Funds Washington Mutual Investors Fund Class A NAV, chart and key statistics
Technical analysis2
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Addendum charts0
Fund facts#
Data provided bySource: Twelve Data- Expense ratio (prospectus)
- 0.55%
- Distribution yield
- Not shown
- YTD total return
- +11.88%
- YTD price return
- +6.69%
- Avg return 3Y
- +18.34%
- Avg return 5Y
- +10.97%
- AUM (whole fund, all share classes)
- $218B (2026-07-31)
- Fund family
- Capital Group
- 52W low
- $61.58
- 52W high
- $69.92
Performance · price returntotal return · as of 2026-11-12#
Data provided bySource: Twelve DataAbout AWSHX#
Objective: “The fund’s investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.”
How it invests: “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. The fund strives to accomplish its objective through fundamental research, careful selection and broad diversification. In the selection of common stocks and other securities for investment, current and potential income as well as the potential for long-term capital appreciation are considered. The fund seeks to provide an above-average yield in its quarterly income distribution in relation to the S&P 500 Index (a broad, unmanaged index).”
Objective and strategy as stated in the fund’s SEC prospectus filing.Official SEC filings ↗
Holdings#
194 holdings · top 10 = 32% · filed Jul 31, 2026Top 10 holdings
Sector weights
Estimated portfolio characteristics
Estimated by our own bottom-up analysis of the fund’s SEC-filed holdings; recomputed daily from public data.
Annualized returns (CAGR)#
Data provided bySource: Twelve DataCompound annual growth rate per holding period, total return (dividends reinvested), from weekly adjusted closes. Each column is anchored at the date under it; horizons the fund’s history can’t span are omitted.
Fund flows#
Net creations minus redemptions per period, from the fund’s SEC Form N-PORT filings (series-level: where a fund shares its portfolio with mutual-fund share classes, flows cover all classes combined). Quarterly filings publish with a ~60-day lag, so recent months appear as filings land. Flow data begins mid-2019 — Form N-PORT did not exist before then, for any fund.