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Morningstar

American Funds Washington Mutual A AWSHX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 61.36  /  +1.22 %
  • Total Assets 182.1 Bil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.49%
  • Turnover 31%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 PM GMT+0

Morningstar’s Analysis AWSHX

Will AWSHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWSHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AWSHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AWSHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong option for risk-averse investors.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds Washington Mutual's seasoned crew plies a time-tested approach, earning High People and Above Average Process ratings.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AWSHX

More AWSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.43 11.7 Bil
Technology

Microsoft Corp

6.33 11.5 Bil
Technology

Capital Group Central Cash Fund

3.94 7.2 Bil
Cash and Equivalents

Eli Lilly and Co

3.06 5.6 Bil
Healthcare

UnitedHealth Group Inc

2.97 5.4 Bil
Healthcare

Marsh & McLennan Companies Inc

2.27 4.1 Bil
Financial Services

Apple Inc

2.18 4.0 Bil
Technology

Philip Morris International Inc

1.85 3.4 Bil
Consumer Defensive

Comcast Corp Class A

1.76 3.2 Bil
Communication Services

Alphabet Inc Class C

1.64 3.0 Bil
Communication Services