Washington Mutual Investors Fund

AMERICAN FUNDS INSURANCE SERIES · Series S000008794

Equity fund · 97% stocks
$11.40B NAV
191 positions · as of 2026-03-31 · filed 2026-05-28
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q2

The funds investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.

Strategy · summarised

The fund invests primarily in common stocks of established companies listed on the New York Stock Exchange, selected from an Eligible List maintained by the investment adviser based on fundamental research and screened for strong earnings and dividend records. The fund seeks to deliver above-average yield relative to the S&P 500 Index while maintaining broad diversification across high-quality stocks. Multiple portfolio managers oversee separate segments of the portfolio, with securities held or sold based on the adviser's judgment of long-term value and income potential.

Expenses
0.25% 0.75%across 4 share classes
Share classGrossNet
C0000239240.40%0.25%
C0000239250.65%0.50%
C0001215100.90%0.75%
C0001762420.65%0.50%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 37.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

99.85%
of net assets
Stocks96.64%
Cash & short-term3.21%

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 10 new10 exited

Largest new: ASTRAZENECA PLC, GEV, BKNG, NFLX, WDC, IDXX, HBAN, LYONDELLBASELL INDUSTRIES NV

Largest exited: DEUTSCHE POST AG, ASTRAZENECA PLC, HSY, SNPS, RSG, VZ, NEE, TGT

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
BROADCOM INCAVGO5.98%$681.91M
MICROSOFT CORPMSFT4.42%$503.48M
PHILIP MORRIS INTERNATIONAL INCPM3.70%$421.55M
CAPITAL GROUP CENTRAL CASH FUND3.21%$365.73M
APPLE INCAAPL2.44%$277.74M
MARSH & MCLENNAN COMPANIES INCMRSH1.74%$198.30M
ELI LILLY AND COLLY1.73%$197.68M
WELLTOWER INCWELL1.67%$190.68M
RTX CORPRTX1.62%$184.89M
NORTHROP GRUMMAN CORPNOC1.61%$183.00M
Showing 10 of 191Sign in to see more

Top 10 positions are 28.12% of net assets, top 25 48.37%, across 186 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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