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Guide to American Funds Washington Mutual A Fund (AWSHX)

American Funds Washington Mutual A (AWSHX) a Zacks Ranked #2 (Buy) was incepted in July 1952 and is managed by Capital Research and Management Company. The objective of AWSHX is to provide current income and opportunity for growth of principal consistent with sound common-stock investing. AWSHX invests at least 95% of assets in equity securities. AWSHX invests in stocks that meet strict standards that evolved from requirements originally established by the U.S. district court for the District of Columbia for the investment of trust funds. AWSHX does not invest in companies that derive their primary revenues from alcohol or tobacco.

This Large Value product, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, Microsoft Corp, Home Depot Inc and Boeing Co were the top holdings for AWSHX.

American Funds Washington Mutual A, managed by American Funds , carries an expense ratio of 0.57%. Moreover, AWSHX requires a minimal initial investment of $250.

AWSHX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.7% and 5 year 11%. To see how this fund performed compared in its category, please click here.

AWSHX’s performance, as of the last filing, when compared to funds in its category was in the top 14% in 1 year, top 18% over the past 3 years, and in the 14% over the past 5 years.

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