Washington Mutual Investors Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, Washington Mutual Investors Fund held 199 positions with $214.63B in net assets. Its ten largest holdings made up 30.0% of the fund. The AWSHX share class costs 0.55% a year. Over the 12 months to May 2026, AWSHX returned 18.7%, with dividends reinvested. In 2026 Q3 it added 13 new positions and exited 13.
The funds investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
The fund invests primarily in common stocks of established companies listed on the New York Stock Exchange that meet its Investment Standards—criteria originally based on a legal prudent-investor list—and that demonstrate strong earnings and dividend records. The investment adviser maintains an Eligible List of securities meeting these standards and selects investments exclusively from that list, employing multiple portfolio managers who each manage segments of the portfolio. Because investment decisions depend on the adviser's judgment about which securities represent attractive long-term opportunities, fund holdings and performance will diverge from any benchmark index.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
AVGOBROADCOM INC | 7.49% | $16.08B | 38.5M | $417.43 |
MSFTMICROSOFT CORP | 4.64% | $9.96B | 24.4M | $407.78 |
3.45% | $7.40B | 44.8M | $165.07 | |
CMQXXCAPITAL GROUP CENTRAL CASH FUND | 3.38% | $7.27B | — | — |
AAPLAPPLE INC | 2.42% | $5.20B | 19.2M | $271.35 |
GOOGLALPHABET INC | 2.02% | $4.33B | 11.2M | $384.80 |
WELLWELLTOWER INC | 1.71% | $3.67B | 16.9M | $217.34 |
NVDANVIDIA CORP | 1.64% | $3.52B | 17.6M | $199.57 |
1.63% | $3.49B | 3.7M | $934.60 | |
1.59% | $3.42B | 64.0M | $53.46 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
All 199 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 96.23% |
| Cash & short-term | 3.36% |
By sector
- Information Technology
- 19.9%
- Financials
- 15.2%
- Health Care
- 12.4%
- Industrials
- 11.2%
- 10 other sectors
- 41.3%
- Information Technology
- 19.9%
- Financials
- 15.2%
- Health Care
- 12.4%
- Industrials
- 11.2%
- Consumer Staples
- 7.5%
- Consumer Discretionary
- 6.8%
- Communication Services
- 5.5%
- International
- 4.7%
- Energy
- 4.0%
- Utilities
- 3.7%
- Real Estate
- 3.5%
- Cash
- 3.3%
- Materials
- 1.7%
- Other
- 0.7%
How it has done
AWSHX share class · total returns with dividends reinvested
Volatility over the last 12 months: 10.60%. Past returns are a record, not a forecast.
Jun 2026 and Jul 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
The 21 share classes hold the same portfolio
| Share class | Expense ratio | 1 year | 3 years | 5 years | Worst fall |
|---|---|---|---|---|---|
| 0.55% | +18.69% | +68.90% | +75.72% | -6.31% | |
| 1.35% | +17.73% | +64.95% | +68.97% | -6.48% | |
| 1.35% | +17.75% | +65.00% | +68.98% | -6.49% | |
| 0.91% | +18.26% | +67.16% | +72.71% | -6.39% | |
| 0.61% | +18.62% | +68.70% | +75.33% | -6.31% | |
| 0.31% | +18.97% | +70.18% | +77.97% | -6.25% | |
| 1.31% | +17.79% | +65.18% | +69.29% | -6.49% | |
| 0.62% | +18.60% | +68.61% | +75.18% | -6.34% | |
| 0.58% | +18.66% | +68.77% | +75.43% | -6.32% | |
| 1.36% | +17.75% | +64.97% | +68.90% | -6.51% | |
| 0.84% | +18.36% | +67.56% | +73.33% | -6.37% | |
| 0.68% | +18.84% | +69.59% | +76.89% | -6.26% | |
| 0.37% | +18.86% | +69.83% | +77.42% | -6.25% | |
| 0.26% | +19.02% | +70.44% | +78.43% | -6.25% | |
| 1.06% | +18.07% | +66.43% | +71.42% | -6.41% | |
| 0.41% | +18.85% | +69.66% | +77.02% | -6.26% | |
| 0.26% | +19.04% | +70.47% | +78.45% | -6.23% | |
| 0.61% | +18.91% | +69.90% | +77.40% | -6.28% | |
| 0.56% | +18.97% | +70.19% | +77.99% | -6.25% | |
| 0.35% | +18.92% | +69.94% | +77.56% | -6.26% | |
| 0.31% | +18.97% | +70.16% | +77.89% | -6.25% |
These classes hold the same portfolio, so the 9.55pp spread over 5 years is the cost difference between them — roughly 1.91pp a year — not a difference in what they own.
Fees & fund details
Washington Mutual Investors Fund is an actively managed U.S. equity fund. 17% of AWSHX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 92% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.26% – 1.36%· AWSHX 0.55%
- Portfolio turnover
- 32.00% a year · as of 2026 Q2
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
13 new· the largest 7
13 exited· the largest 8
Understand how this fund fits with the rest.
Explore shared holdings, compare funds and follow their businesses with your connected AI:
- “Where do my funds overlap — AWSHX, QQQ and the fund in my 401(k)?”
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