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. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
American Funds funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $250.
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Washington Mutual Invs Fd Cl A
Pre-filled with AWSHX's historical average return
AWSHX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on AWSHX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Washington Mutual Invs Fd Cl A
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Pre-filled with AWSHX's historical average return
Important: This projection uses simplified assumptions based on AWSHX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VHDYXVanguard High Dividend Yield In
VVIAXVanguard Value Index Fd Admiral
VSIAXVanguard Small-Cap Value Index
VWNAXVanguard Windsor II Fund Admira
AWSHX is the ticker symbol for Washington Mutual Invs Fd Cl A , a Large Value mutual fund managed by American Funds. 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. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
AWSHX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
AWSHX has posted a 1-year return of +23.63%, 3-year return of +26.38%, 5-year return of +18.22%, 10-year return of +470.23%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
AWSHX requires a minimum initial investment of $250. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether AWSHX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.