WSHFX — Washington Mutual Investors Fund
Data updated: 2026-07-14
WSHFX — Washington Mutual Investors Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Value Equity · $214.63B AUM · 0.62% expense ratio · 22.5% 1-yr return. From SEC regulatory filings.
WSHFX Fund Overview
WSHFX — Washington Mutual Investors Fund 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: $214.63B
- 1-year return: 22.5%
- Ticker: WSHFX
- SEC CIK: 0000104865
- SEC series ID: S000009388
- Share class ID: C000025727
WSHFX 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. | 7.49% |
| Microsoft Corp. | 4.64% |
| Philip Morris International, Inc. | 3.45% |
| Capital Group Central Cash Fund | 3.36% |
| Apple, Inc. | 2.42% |
| Alphabet, Inc. | 2.02% |
| Welltower, Inc. | 1.71% |
| NVIDIA Corp. | 1.64% |
| Eli Lilly And Co. | 1.63% |
| Bank Of America Corp. | 1.60% |
WSHFX 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 | 96.2% |
| Cash & Equivalents | 3.4% |
WSHFX Performance
Total returns for WSHFX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 3.8% |
| 1 year | 22.5% |
| 3 years (annualised) | 18.0% |
| 5 years (annualised) | 12.0% |
WSHFX Risk Information
Risk metrics for WSHFX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 11.3%
WSHFX Costs and Fees
WSHFX costs about $62 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.62%
- Gross expense ratio: 0.62%
- Portfolio turnover: 32%
- Brokerage commissions: 0.95 bps of average net assets (SEC N-CEN)
WSHFX Cashflows
Over the 12 months to 2026-04, Washington Mutual Investors Fund had net inflows of $9.91B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | $628.27M |
| 2026-03 | −$196.78M |
| 2026-02 | −$512.03M |
| 2026-01 | −$854.72M |
| 2025-12 | $7.48B |
| 2025-11 | −$734.37M |
WSHFX Debt Constituents
No individual debt constituents are reported in Washington Mutual Investors Fund's latest SEC N-PORT filing.
WSHFX Prospectus and SEC Filings
Official Washington Mutual Investors Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
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.