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American Funds Washington Mutual A (AWSHX) in Focus - Tale of the Tape

American Funds Washington Mutual A ( AWSHX ) a Zacks Ranked #2 (Buy) seeks to provide current income and opportunity for growth of principal consistent with sound common-stock investing. AWSHX invests a major portion of its assets in companies listed in the New York Stock Exchange having strong record of earnings and dividends. American Funds Washington Mutual A offers dividends quarterly in March, June, September and December. Capital gains are distributed in December.

This large value fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth, Foreign Stock. Further, as of the last filing, Microsoft Corp, Home Depot Inc and The Boeing Company were the top holdings for AWSHX.

The American Funds Washington Mutual A, managed by American Funds , carries an expense ratio of 0.58, but it does come with a 0.24% management fee. Moreover, AWSHX requires a minimal initial investment of $250.

AWSHX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 9.11%, 3 year 15.28%, and 5 year 14%. 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 50% in 1 year, top 34% over the past 3 years, and in the 21% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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