Web Images Videos Maps News Shopping Gmail more »
Sign In

American Funds Washington Mutual A

 (MUTF:AWSHX)   Watch this mutual fund
Find more results for AWSHX

Performance

Trailing returns

1 day
   
-1.18%  
1 week   +0.96%
   
4 week   +0.91%
   
3 month   +10.60%
   
YTD   +16.46%
   
1 year   +30.64%
   
3 years*
   
-6.26%  
5 years*   +0.40%
   
*annualized
Best 3 month return+21.89%  
Worst 3 month return-25.96%  

Morningstar statistics

Morningstar category: Large Value
  Return Risk Rating
3 years Average Below Average
5 years Below Average Below Average
10 years Below Average Below Average
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets48.68B 
Front load5.75%  
Deferred load-  
Expense ratio0.67%  
Management fee-  
Fund familyAmerican Funds 

Asset allocation

Cash0.50%  
Stocks99.41%  
Bonds0.09%  
Other0.00%  

Purchase information

Initial$250  
Additional$50  
IRA Initial$250  
24.29 0.00 (0.00%)
Nov 20, 8:00PM EST Overall Morningstar RatingTM

Description

The investment seeks income and opportunity for growth of principal consistent with sound common stock investing. The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. In the selection of securities, current and potential yields as well as the potential for long-term capital appreciation are considered.
Fund filings (PDF) »
Asset managers:
Robert G. O'Donnell (Started: Jun 1, 1993)
James F. Rothenberg (Started: Jul 1, 2007)
Alan Berro (Started: Jun 1, 1998)
Eugene P. Stein (Started: Jul 30, 2008)
Gregory D. Johnson (Started: Jun 22, 2004)
James Dunton (Started: Jun 1, 1978)
Ronald Morrow (Started: Jul 30, 2008)
Advisor Company:
Capital Research And Management Company
Fund family reports on Morningstar »
333 Hope St-55th Fl, Los Angeles CA 90071, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.12 0.21 -0.77 1.80
Beta* 0.93 0.84 0.91 0.79
Mean annual return 0.58 -0.51 0.08 0.22
R-squared* 98.48 97.92 97.47 78.53
Standard deviation 22.08 18.10 14.71 14.49
Sharpe ratio 0.31 -0.47 -0.14 -0.02
* Against standard index

Top 10 holdings

Security Net Assets  
Chevron Corporation (CVX) 5.10%  
AT&T, Inc. (T) 4.52%  
Royal Dutch Shell PLC ADR B (RDS.B) 3.77%  
Verizon Communications Inc. (VZ) 3.30%  
United Technologies (UTX) 3.17%  
Merck & Co., Inc. (MRK) 3.15%  
Coca-Cola Company (KO) 2.77%  
McDonald's Corporation (MCD) 2.62%  
Exelon Corporation (EXC) 2.59%  
Abbott Laboratories (ABT) 2.56%