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Morningstar

American Funds Washington Mutual F1 WSHFX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 53.17  /  1.39 %
  • Total Assets 152.2 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.82%
  • Turnover 19%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis WSHFX

Will WSHFX 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 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 solid, conservative option.

Senior Analyst

Summary

| by Stephen Welch

Plenty of proven strengths earn American Funds Washington Mutual’s cheapest share classes a Morningstar Analyst Rating of Gold, while pricier ones land at Silver.

Unlock our full analysis with Morningstar Investor