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American Funds Washington Mutual A AWSHX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 60.28  /  +1.57 %
  • Total Assets 173.3 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.59%
  • Turnover 30%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 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.

A compelling option for risk-averse investors.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Notable investment talent and a time-tested approach back American Funds Washington Mutual’s High People and Above Average Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AWSHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

7.31 12.3 Bil
Technology

Microsoft Corp

6.51 11.0 Bil
Technology

Capital Group Central Cash Fund

3.34 5.6 Bil
Cash and Equivalents

UnitedHealth Group Inc

3.25 5.5 Bil
Healthcare

Comcast Corp Class A

2.40 4.0 Bil
Communication Services

Marsh & McLennan Companies Inc

2.38 4.0 Bil
Financial Services

Eli Lilly and Co

2.35 3.9 Bil
Healthcare

The Home Depot Inc

1.85 3.1 Bil
Consumer Cyclical

Philip Morris International Inc

1.77 3.0 Bil
Consumer Defensive

Northrop Grumman Corp

1.60 2.7 Bil
Industrials