AWSHX — Washington Mutual Investors Fund, Class A
Data updated: 2026-09-28
AWSHX — Washington Mutual Investors Fund, Class A. 0.55% expense ratio · 5.75% max sales load · since 1952. Holdings, fees, performance and SEC filings.
AWSHX Fund Overview
AWSHX — Washington Mutual Investors Fund, Class A is a US mutual fund managed by Capital Research and Management Company, categorised as US Large Value. Its benchmark is the S&P 500 Index. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Adviser: Capital Research and Management Company
- Trust: Washington Mutual Investors Fund
- Category: US Large Value
- Minimum investment: $250
- Additional investment: $50
- Benchmark: S&P 500 Index
- Inception date: July 31, 1952
- Assets under management: $218.03B
- 1-year return: 16.0%
- Ticker: AWSHX
- SEC CIK: 0000104865
- SEC series ID: S000009388
- Share class ID: C000025719
- FIGI: BBG000BBLXP9
- LEI: GMJOUC23TOBOTKRA5C67
About AWSHX
Washington Mutual Investors Fund (AWSHX) seeks to produce income and provide an opportunity for growth of principal consistent with sound common stock investing. It primarily invests in common stocks of established companies listed on, or meeting the listing requirements of, the New York Stock Exchange that have a strong record of earnings and dividends, using a broadly diversified, fully invested portfolio. Its Class A shares, launched July 31, 1952, cost 0.55% a year and returned 16.0% in the 12 months to July 31, 2026, based on monthly returns reported to the SEC on Form N-PORT, with 10.1% volatility. They carry a maximum 5.75% front-end sales charge.
AWSHX Holdings
Top 10 holdings of Washington Mutual Investors Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Broadcom, Inc. | 6.54% |
| Microsoft Corp. | 4.83% |
| Philip Morris International, Inc. | 3.70% |
| Capital Group Central Cash Fund | 3.31% |
| Apple, Inc. | 3.30% |
| Eli Lilly and Co. | 1.82% |
| Bank of America Corp. | 1.81% |
| Welltower, Inc. | 1.77% |
| Marsh & Mclennan Companies, Inc. | 1.76% |
| Alphabet, Inc. | 1.74% |
AWSHX Portfolio Allocation
Asset-class allocation of Washington Mutual Investors Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.8% |
| Cash & Equivalents | 3.3% |
AWSHX Performance
Total returns for AWSHX through July 2026, from SEC filings.
| Period | Total return |
|---|---|
| YTD | 9.00% |
| 1 year | 16.05% |
| 3 years (annualised) | 17.08% |
| 5 years (annualised) | 12.37% |
AWSHX Risk Information
Risk metrics for AWSHX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 10.12%
AWSHX Costs and Fees
AWSHX costs about $55 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.55%
- Gross expense ratio: 0.55%
- Portfolio turnover: 32%
- Brokerage commissions: 0.95 bps of average net assets (SEC N-CEN)
AWSHX Cashflows
Over the 12 months to 2026-07, Washington Mutual Investors Fund had net inflows of $5.63B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-07 | −$4.60B |
| 2026-06 | $6.82B |
| 2026-05 | −$557.01M |
| 2026-04 | $628.27M |
| 2026-03 | −$196.78M |
| 2026-02 | −$512.03M |
AWSHX Debt Constituents
No individual debt constituents are reported in Washington Mutual Investors Fund's latest SEC N-PORT filing.
AWSHX Prospectus and SEC Filings
Official Washington Mutual Investors Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-06-30
- Prospectus (485BPOS) — filed 2025-06-30
- Prospectus (485BPOS) — filed 2024-06-28
- Portfolio holdings (N-PORT) — filed 2026-09-28
- Portfolio holdings (N-PORT) — filed 2026-06-26
- Portfolio holdings (N-PORT) — filed 2026-03-30
- Annual census (N-CEN) — filed 2026-07-14
- Annual census (N-CEN) — filed 2025-07-14
AWSHX Service Providers
Firms that manage, distribute, hold, administer and audit Washington Mutual Investors Fund, as reported on SEC Form N-CEN, fiscal year ending April 30, 2026.
- Adviser: Capital Research and Management Company
- Distributor: Capital Client Group, Inc.
- Custodian: JPMorgan Chase Bank, N.A.
- Transfer agent: American Funds Service Company
- Administrator: Capital Research and Management Company
- Auditor: Deloitte & Touche Llp
- Securities lending agent: JPMorgan Chase Bank, N.A.
Related Funds
Other US Large Value funds tracked on ABC INVEST:
AWSHX: Frequently Asked Questions
What is the expense ratio of Washington Mutual Investors Fund (AWSHX)?
AWSHX has a net expense ratio of 0.55%, about $55 a year for every $10,000 invested. AWSHX fees and costs
Does AWSHX charge a sales load?
Yes. AWSHX carries a front-end sales load of up to 5.75% on purchases.
What is the minimum investment for AWSHX?
The minimum initial investment in AWSHX is $250, and additional purchases must be at least $50. The fund may waive or reduce these minimums. Source: the fund's summary prospectus (June 2026).
What is AWSHX's benchmark?
AWSHX measures its performance against the S&P 500 Index.
What are AWSHX's top holdings?
As of July 31, 2026, AWSHX held 200 positions. The largest are Broadcom, Inc. (6.54%), Microsoft Corp. (4.83%), Philip Morris International, Inc. (3.70%), Capital Group Central Cash Fund (3.31%) and Apple, Inc. (3.30%). All AWSHX holdings
Can I download the full list of AWSHX holdings?
Yes. The complete AWSHX holdings list as of July 31, 2026 can be downloaded as a CSV file from the Holdings page: holding, ticker, FIGI, sector, country, asset type, shares, value and share of net assets, from the fund's SEC N-PORT filing. Download AWSHX holdings (CSV)
How has Washington Mutual Investors Fund performed?
AWSHX returned +16.0% over the 12 months to July 2026, +17.1% a year over 3 years and +12.4% a year over 5 years. AWSHX performance and risk
How large is AWSHX?
AWSHX manages $218.03B (SEC N-PORT, July 2026). Investors added a net $5.63B over the past 12 months.
Who manages AWSHX and when did it launch?
AWSHX is managed by Capital Research and Management Company. It is a series of Washington Mutual Investors Fund. It launched on July 31, 1952.
How does AWSHX compare with similar US Large Value funds?
Among 272 US Large Value funds with $100M+ in assets, AWSHX ranks #138 of 272 on net expense ratio (0.55%) and #2 of 272 by assets. The largest is Vanguard Value Index Fund (VTV). Compare AWSHX with VTV
Where can I find AWSHX's prospectus and SEC filings?
AWSHX's latest prospectus (485BPOS) was filed June 30, 2026 and its latest N-PORT holdings report was filed September 28, 2026. All 56 filings are linked on ABC INVEST and on SEC EDGAR (series S000009388). AWSHX SEC filings
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.