Washington Mutual Investors Fund
Washington Mutual Investors Fund · 21 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
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
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.
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.
| Share class | Expense ratio | As of |
|---|---|---|
| AWSHX | 0.55% | 2026 Q2 |
| RWMAX | 1.35% | 2026 Q2 |
| RWMBX | 1.35% | 2026 Q2 |
| RWMCX | 0.91% | 2026 Q2 |
| RWMEX | 0.61% | 2026 Q2 |
| RWMFX | 0.31% | 2026 Q2 |
| WSHCX | 1.31% | 2026 Q2 |
| WSHFX | 0.62% | 2026 Q2 |
| CWMAX | 0.58% | 2026 Q2 |
| CWMCX | 1.36% | 2026 Q2 |
| CWMEX | 0.84% | 2026 Q2 |
| CWMFX | 0.68% | 2025 Q2 |
| WMFFX | 0.37% | 2026 Q2 |
| RWMGX | 0.26% | 2026 Q2 |
| RWEBX | 1.06% | 2026 Q2 |
| RWMHX | 0.41% | 2026 Q2 |
| FWMIX | 0.26% | 2026 Q2 |
| TMWMX | 0.61% | 2025 Q2 |
| TWMMX | 0.56% | 2025 Q2 |
| FWMMX | 0.35% | 2026 Q2 |
| FWWMX | 0.31% | 2026 Q2 |
Portfolio turnover 32.00% · as of 2026 Q2
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 96.23% |
| Cash & short-term | 3.36% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Information Technology | 20.2% |
| Financials | 15.1% |
| Industrials | 12.2% |
| Health Care | 10.5% |
| 10 smaller | 42.0% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +22.58% | +64.52% | +76.92% | 11.27% | -6.31% | |
| +21.62% | +60.67% | +70.21% | 11.27% | -6.48% | |
| +21.62% | +60.69% | +70.18% | 11.25% | -6.49% | |
| +22.14% | +62.81% | +73.94% | 11.27% | -6.39% | |
| +22.53% | +64.31% | +76.58% | 11.26% | -6.31% | |
| +22.89% | +65.75% | +79.23% | 11.28% | -6.25% | |
| +21.68% | +60.88% | +70.51% | 11.27% | -6.49% | |
| +22.50% | +64.24% | +76.44% | 11.28% | -6.34% | |
| +22.55% | +64.37% | +76.66% | 11.28% | -6.32% | |
| +21.61% | +60.64% | +70.05% | 11.26% | -6.51% | |
| +22.24% | +63.19% | +74.55% | 11.27% | -6.37% | |
| +22.75% | +65.19% | +78.16% | 11.27% | -6.26% | |
| +22.78% | +65.42% | +78.66% | 11.28% | -6.25% | |
| +22.94% | +66.03% | +79.68% | 11.27% | -6.25% | |
| +21.97% | +62.12% | +72.66% | 11.26% | -6.41% | |
| +22.74% | +65.23% | +78.25% | 11.26% | -6.26% | |
| +22.96% | +66.06% | +79.70% | 11.28% | -6.23% | |
| +22.83% | +65.47% | +78.68% | 11.28% | -6.28% | |
| +22.87% | +65.76% | +79.24% | 11.26% | -6.25% | |
| +22.84% | +65.54% | +78.84% | 11.27% | -6.26% | |
| +22.87% | +65.73% | +79.14% | 11.26% | -6.25% |
These classes hold the same portfolio, so the 9.65pp spread over 5 years is the cost difference between them — roughly 1.93pp a year — not a difference in what they own.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| AVGO | BROADCOM INCAVGO | 7.49% | $417.43 | $16.08B | 38.5M |
| MSFT | MICROSOFT CORPMSFT | 4.64% | $407.78 | $9.96B | 24.4M |
| PM | PHILIP MORRIS INTERNATIONAL INCPM | 3.45% | $165.07 | $7.40B | 44.8M |
| CMQXX | CAPITAL GROUP CENTRAL CASH FUNDCMQXX | 3.38% | — | $7.27B | — |
| AAPL | APPLE INCAAPL | 2.42% | $271.35 | $5.20B | 19.2M |
| GOOGL | ALPHABET INCGOOGL | 2.02% | $384.80 | $4.33B | 11.2M |
| WELL | WELLTOWER INCWELL | 1.71% | $217.34 | $3.67B | 16.9M |
| NVDA | NVIDIA CORPNVDA | 1.64% | $199.57 | $3.52B | 17.6M |
| LLY | ELI LILLY AND COLLY | 1.63% | $934.60 | $3.49B | 3.7M |
| BAC | BANK OF AMERICA CORPBAC | 1.59% | $53.46 | $3.42B | 64.0M |
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.
Top 10 positions are 29.98% of net assets, top 25 49.79%, across 194 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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