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 Washington Mutual Investors Fund, categorised as United States Large Cap Value Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Washington Mutual Investors Fund
- Category: United States Large Cap Value Equity
- Assets under management: $218.03B
- 1-year return: 16.0%
- Ticker: AWSHX
- SEC CIK: 0000104865
- SEC series ID: S000009388
- Share class ID: C000025719
AWSHX Investment Objective and Strategy
Washington Mutual Investors Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Washington Mutual Investors Fund.
Investment objective
The funds investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
Principal investment strategy
The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. The fund strives to accomplish its objective through fundamental research, careful selection and broad diversification. In the selection of common stocks and other securities for investment, current and potential income as well as the potential for long-term capital appreciation are considered. The fund seeks to provide an above-average yield in its quarterly income distribution in relation to the S&P 500 Index (a broad, unmanaged index). The fund strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks. The fund has Investment Standards originally based upon criteria established by the United States District Court for the District of Columbia for determining eligibility under the Courts Legal List procedure, which was in effect for many years.
The fund has an Eligible List based on the Investment Standards of securities considered appropriate for a prudent investor seeking opportunities for income and growth of principal consistent with common stock investing. The investment adviser generates and maintains the Eligible List in compliance with the funds Investment Standards and selects the funds investments exclusively from the securities on the Eligible List. The investment adviser uses a system of multiple portfolio managers in managing the funds assets. Under this approach, the portfolio of the fund is divided into segments managed by individual managers. The fund relies on the professional judgment of its investment adviser to make decisions about the funds portfolio investments. The basic investment philosophy of the investment adviser is to seek to invest in attractively valued companies that, in its opinion, represent good, long-term investment opportunities.
Securities may be sold when the investment adviser believes that they no longer represent relatively attractive investment opportunities.
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 (as of 2026-10-01), 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: 1.09 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 2025-07-14
- Annual census (N-CEN) — filed 2024-07-15
Related Funds
Other United States Large Cap Value Equity funds tracked on ABC INVEST:
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, annual data from Form N-CEN, and shareholder reports from Form N-CSR.