WSHFX – Fund Analysis – American Funds Washington Mutual F1 | Morningstar

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Will WSHFX outperform in future?

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

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Process Pillar

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.
People Pillar

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.
Parent Pillar

The Parent Pillar is our rating of WSHFX’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 Jul 9, 2024 Published on Jul 9, 2024

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