Brady Enright will officially leave and Emme Kozloff will join American Funds Washington Mutual's still nine-person management team on May 1, 2022. This news does not alter the strategy's Morningstar Analyst Rating range of Gold to Silver, depending on share class fees.
Will WSHFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WSHFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WSHFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WSHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.