The American Funds Washington Mutual fund has high quality standards for its investments (balance sheet and income statement hurdles must be met) and assets must be proven dividend payers. Vanguard has a mix of popular bond mutual funds and ETFs. DE Some statistics may not be available for all fund (e.g., Top Equity Holdings for Bond funds). USD. We value your privacy: The e-mail address you provide will only be used for communications from American Funds. Currency. Yield as of 11/30/20 (updated monthly). Returns for one year or less are not annualized, but calculated as cumulative total returns. Since American Funds Washington Mutual Investors F made its debut in July of 1952, WSHFX has garnered more than $2.53 billion in assets. Over a period of time, the shape and location of a fund's ownership zone may vary. Calculated by Capital Group. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Inception Date. Currently American Funds Washington Mutual A is managed by Alan Berro, Gregory Johnson, Jeffrey Lager, Eugene Stein, J. David Carpenter and Alan Wilson. Funds Average. The result is a diversified portfolio based on the collection of managers' individual investment decisions. For example, during periods when the index was down, a down-capture ratio greater than 100 indicates the fund/model produced a lower return than the index. While an active share greater than zero is needed to provide returns above the benchmark, there is no indication a particular level of active share has resulted in higher returns than the fund's index. Lipper ratings for Total Return reflect funds’ historical total return performance relative to peers. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. U.S. News evaluated 1,272 Large Blend Funds. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting. Investors should carefully consider investment objectives, risks, charges and expenses. Due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group. Current and future results may be lower or higher than those shown. In the unlikely event that a correction is made for fund data you are downloading, a notification will be sent to the e-mail address specified below. See risk data for American Funds Washington Mutual Fund (AWSHX). Income investors face a challenging market with record-low yields. Holdings are as of 9/30/2020 (updated quarterly). The American Funds Washington Mutual Fund is an affordable investment. N/A. It is also a class A fund with a 5.75% load for small purchases, although it too has multiple share classes that are available in different plans. Fund Prospectuses & Reports. Quotes delayed at least 15 minutes. Emerging markets have the potential for long-term gains for investors. Uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. View mutual fund news, mutual fund market and mutual fund … American Funds Washington Mutual's old-school style isn't always in fashion but it's still rewarding through market cycles. A fund's active share is the product of this process and is not comparable to the active share produced by a fund managed by an individual or a committee of investors. We are here to help. See holdings data for American Funds Washington Mutual Fund (AWSHX). Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. The share prices of all of our equity funds and funds of funds decrease when a dividend is paid. Mar 01, 2002. A disciplined approach to investing that uses strict eligibility criteria to screen for companies across a broad array of industries with strong balance sheets and consistent dividends. Domiciled Country. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. The shaded area represents the center 75% of the fund's assets, and it provides an intuitive visual representation of the area of the market in which the fund invests. Valuation: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). Historical Long-Term Capital Gains: When a capital gain distribution is paid, the net asset value per share is reduced by the amount of the payment plus or minus any change in the value of the fund's holdings. For Class A Shares, this chart tracks the total returns since the fund's inception date (Thursday, July 31, 1952) through December 31, For Class A Shares, this chart tracks the 10-year standard deviation, Standard Deviation as of 11/30/2020. EN Find our live American Funds Washington Mutual Investors Fund Class A fund basic information. Capture Ratio Upside: Ratio of a fund/model’s return during periods when the index was up, divided by the return of the index during those periods. Seeks to be fully invested and avoids companies that primarily derive revenue from alcohol or tobacco products. The highest 20% of funds in each classification are named Lipper Leaders for Total Return, the next 20% receive a rating of 4, the middle 20% are rated 3, the next 20% are rated 2, and the lowest 20% are rated 1. Expense ratios are as of the most recent prospectus. R-Squared: R-squared is a measure of the correlation between a particular return and that of a benchmark index. The American Funds review goes on to recommend selling the Growth Fund of America, which is the largest actively managed fund in the United States. The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York … Source for Lipper expense ratio comparison: Lipper, based on front-end load funds, excluding funds of funds, for the most recent fiscal year-ends available as of 9/30/2020. Manager. Lipper ratings for Expense reflect funds’ expense minimization relative to peers with similar load structures. Summary. Morningstar calls it a "core" investment. Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. Annualized return as of 11/30/2020. The portfolio managers shown are as of each fund's most recent prospectus at time of publication. (Your e-mail address may be pre-filled if you have previously provided American Funds with this information.). See What We Offer . Some of the information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Returns shown at maximum offering price (MOP) for Class A shares reflect deduction of the 5.75% maximum sales charge. American Funds Washington Mutual Investors Fund. Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same asset class. Alan Berro Fund Description. Compare Funds. Washington Mutual Investors Fund may be appropriate for: Investors seeking a well-diversified, high-quality portfolio of common stocks; Income-oriented investors who want a blue chip growth fund to balance their overall investment programs; Investors seeking an investment that does not emphasize alcohol or tobacco companies ; Objective. Chasing value without considering quality can lead to value traps. FR. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. The Morningstar Ownership Zone™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles. Your fee is one of the powerful tools you have to improve your firm's financial health. MORE OFFERINGS. Powered by American Funds our equity and fixed-income mutual funds are designed with a long-term investment focus. A beta lower than 1 suggests that a return was less volatile than the market. Generally the higher the R-squared measure, the more reliable the beta measurement will be. Market data provided by Xignite. The beta of the market (represented by the benchmark index) is equal to 1; a beta higher than 1 implies that a return was more volatile than the market. 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