American Funds Washington Mutual Investors Fund Class F-1
WSHFX
NASDAQ
| Weiss Ratings | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Alan Berro (28), Jin Lee (11), Diana Wagner (11), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds Washington Mutual Investors Fund Class F-1 | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Mar 15, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.20% | |||
| Dividend | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.43% | |||
| Stock | 96.89% | |||
| U.S. Stock | 90.97% | |||
| Non-U.S. Stock | 5.92% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.68% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.66% | |||
| 30-Day Total Return | 0.87% | |||
| 60-Day Total Return | 1.63% | |||
| 90-Day Total Return | 4.05% | |||
| Year to Date Total Return | 1.48% | |||
| 1-Year Total Return | 14.37% | |||
| 2-Year Total Return | 38.15% | |||
| 3-Year Total Return | 61.13% | |||
| 5-Year Total Return | 89.53% | |||
| Price | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $65.76 | |||
| 1-Month Low NAV | $65.25 | |||
| 1-Month High NAV | $66.58 | |||
| 52-Week Low NAV | $55.19 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $68.83 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.78 | |||
| Standard Deviation | 9.93 | |||
| Balance Sheet | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 208.21B | |||
| Operating Ratios | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.63% | |||
| Turnover Ratio | 29.00% | |||
| Performance | WSHFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.31% | |||
| Last Bear Market Total Return | -11.27% | |||