American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) Fund Details & Analysis

Fund Information

Fund Category Large Value

Fund Family Capital Group

Fund Style Large Blend

ISIN US9393304038

CUSIP 939330403

Inception Date 1952-07-31

Domicile United States

Country USA

Fiscal Year End April

NAV Chart

Fund Metrics

Net Assets $214.46 Billion

Share Class Net Assets $2.53 Billion

Expense Ratio 0.63%

Expense Ratio Date 2025-07-01

Dividend Yield 0.01%

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Performance

YTD Return 4.67%

1-Year Return 17.43%

3-Year Return 18.41%

5-Year Return 11.88%

NAV $67.62

Previous Close Price $67.46

Last Update 2026-03-31

Dividend Information

Dividend Yield 0.01%

Dividend (ttm) 0.17

Dividend Growth -58.12%

Payout Frequency Annual

Ex-Dividend Date n/a

Ratings

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Beta (5Y) 1.23

About American Funds Washington Mutual Investors Fund Class F-1

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.

Detailed Metrics

Market Cap Distribution

AverageMarketCap 238796.98%

Giant 32.23%

Large 44.43%

Medium 18.43%

Micro 0.00%

Small 0.58%

Value & Growth Metrics

Book-Value Growth % 7.77%

Cash-Flow Growth % 8.39%

Dividend Yield % 2.39%

Historical Earnings % 7.59%

Long-Term Earnings % 10.41%

Asset Allocation

Type	Net %	Long %	Short %	Category Average	benchmark
Bond	0.00%	0.00%	0.00%	1.16%	0.00%
Cash	3.48%	3.48%	0.00%	1.88%	0.00%
Non US Stock	6.20%	6.20%	0.00%	5.60%	0.90%
Not Classified	0.68%	0.68%	0.00%	0.26%	0.00%
Other	0.00%	0.00%	0.00%	0.90%	0.00%
US Stock	89.65%	89.65%	0.00%	91.43%	99.10%

Top Holdings

Name	Weight	Owned	Change
BROADCOM INC	6.32%	-	-
MICROSOFT CORP	5.00%	-	-
UNITEDHEALTH GROUP INC	1.74%	-	-
CAPITAL GROUP CENTRAL CASH FUND	2.88%	-	-
ELI LILLY AND CO	1.97%	-	-
MARSH MCLENNAN COMPANIES INC	1.79%	-	-
APPLE INC	2.43%	-	-
PHILIP MORRIS INTERNATIONAL INC	3.84%	-	-
COMCAST CORP CL A	1.69%	-	-
JPMORGAN CHASE CO	1.72%	-	-
META PLATFORMS INC CL A	1.47%	-	-
NVIDIA CORP	1.69%	-	-
RTX CORP	1.71%	-	-
ROYAL CARIBBEAN CRUISES LTD	1.67%	-	-
ALPHABET INC CL A	1.65%	-	-

See the full breakdown of WSHFX fund's asset allocation and top holdings .

Sector Weights

Category	Subcategory	Amount %	Category Avg	Stocks %	Benchmark
Bond Sector	Cash and Equivalents	4.18%	52.51%	83.73%	0.00%
Bond Sector	Corporate	4.18%	19.79%	16.27%	0.00%
Bond Sector	Derivative	4.18%	3.01%	0.00%	0.00%
Bond Sector	Government	4.18%	15.29%	0.00%	0.00%
Bond Sector	Municipal	4.18%	0.03%	0.00%	0.00%
Bond Sector	Securitized	4.18%	9.37%	0.00%	0.00%
Cyclical	Basic Materials	2.61%	3.47%	0.00%	2.44%
Cyclical	Consumer Cyclical	7.66%	7.19%	0.00%	9.60%
Cyclical	Financial Services	15.97%	19.25%	0.00%	17.23%
Cyclical	Real Estate	3.23%	3.07%	0.00%	2.15%
Defensive	Consumer Defensive	9.37%	7.62%	0.00%	7.85%
Defensive	Healthcare	11.90%	13.13%	0.00%	11.63%
Defensive	Utilities	4.18%	4.85%	0.00%	3.75%
Sensitive	Communication Services	5.93%	6.80%	0.00%	8.30%
Sensitive	Energy	4.46%	8.26%	0.00%	6.53%
Sensitive	Industrials	13.06%	11.87%	0.00%	8.93%
Sensitive	Technology	21.63%	14.48%	0.00%	21.58%

World Regions

Region	Subregion	Category Average	Stocks Percent	Benchmark
Americas	Latin America	0.10%	-	0.14%
Americas	North America	95.04%	95.34%	99.10%
Greater Asia	Asia Developed	0.65%	-	-
Greater Asia	Asia Emerging	0.28%	0.20%	0.07%
Greater Asia	Australasia	0.03%	-	-
Greater Asia	Japan	0.13%	0.05%	-
Greater Europe	Africa/Middle East	0.04%	-	-
Greater Europe	Europe Developed	2.18%	2.38%	0.64%
Greater Europe	Europe Emerging	0.00%	-	-
Greater Europe	United Kingdom	1.54%	2.04%	0.05%

Dividend History

Date	Amount	Unadjusted Amount	Currency	Declaration Date	Record Date	Payment Date	Period
2024-12-19	$0.241	$0.241	USD	-	-	-	-
2024-09-18	$0.193	$0.193	USD	-	2024-09-18	2024-09-19	Quarterly
2024-06-12	$0.196	$0.196	USD	-	2024-06-12	2024-06-13	Quarterly
2024-03-13	$0.196	$0.196	USD	-	2024-03-13	2024-03-14	Quarterly
2023-12-15	$0.335	$0.335	USD	-	2023-12-15	2023-12-18	Quarterly
2023-09-13	$0.197	$0.197	USD	-	2023-09-13	2023-09-14	Quarterly
2023-06-14	$0.196	$0.196	USD	-	2023-06-14	2023-06-15	Quarterly
2023-03-15	$0.200	$0.200	USD	-	2023-03-15	2023-03-16	Quarterly
2022-12-16	$0.394	$0.394	USD	2022-12-16	2022-12-16	2022-12-19	Quarterly
2022-09-14	$0.197	$0.197	USD	2022-09-14	2022-09-14	2022-09-15	Quarterly
2022-06-15	$0.195	$0.195	USD	2022-06-15	2022-06-15	2022-06-16	Quarterly
2022-03-16	$0.197	$0.197	USD	2022-03-16	2022-03-16	2022-03-17	Quarterly
2021-12-17	$0.226	$0.226	USD	2021-12-17	2021-12-17	2021-12-20	Quarterly
2021-09-15	$0.196	$0.196	USD	2021-09-15	2021-09-15	2021-09-16	Quarterly
2021-06-16	$0.194	$0.194	USD	-	2021-06-16	2021-06-17	Quarterly
2021-03-17	$0.195	$0.195	USD	2021-03-17	2021-03-17	2021-03-18	Quarterly
2020-12-18	$0.247	$0.247	USD	2020-09-18	2020-12-18	2020-12-21	Quarterly
2020-09-16	$0.201	$0.201	USD	2020-09-16	2020-09-16	2020-09-17	Quarterly
2020-06-17	$0.197	$0.197	USD	2020-06-17	2020-06-17	2020-06-18	Quarterly
2020-03-18	$0.200	$0.200	USD	2020-03-18	2020-03-18	2020-03-19	Quarterly
2019-12-20	$0.264	$0.264	USD	2019-12-20	2019-12-20	2019-12-23	Other
2019-09-13	$0.196	$0.196	USD	2019-09-13	2019-09-13	2019-09-16	Quarterly
2019-06-14	$0.193	$0.193	USD	2019-06-14	2019-06-14	2019-06-17	Other
2019-03-15	$0.193	$0.193	USD	2019-03-15	2019-03-15	2019-03-18	Quarterly
2018-12-21	$0.247	$0.247	USD	2018-12-21	2018-12-21	2018-12-24	Other
2018-09-14	$0.192	$0.192	USD	2018-09-14	2018-09-14	2018-09-17	Quarterly
2018-06-15	$0.189	$0.189	USD	2018-06-15	2018-06-15	2018-06-18	Other
2018-03-16	$0.190	$0.190	USD	2018-03-16	2018-03-16	2018-03-19	Quarterly
2017-12-18	$0.258	$0.258	USD	2017-12-18	2017-12-18	2017-12-19	Other
2017-09-15	$0.184	$0.184	USD	2017-09-15	2017-09-15	2017-09-18	Quarterly
2017-06-16	$0.184	$0.184	USD	2017-06-16	2017-06-16	2017-06-19	Other
2017-03-17	$0.185	$0.185	USD	2017-03-17	2017-03-17	2017-03-20	Quarterly
2016-12-19	$0.208	$0.208	USD	2016-12-19	2016-12-19	2016-12-20	Other
2016-09-16	$0.182	$0.182	USD	2016-09-16	2016-09-16	2016-09-19	Quarterly
2016-06-17	$0.181	$0.181	USD	2016-06-17	2016-06-17	2016-06-20	Quarterly
2016-03-18	$0.183	$0.183	USD	2016-03-18	2016-03-18	2016-03-21	Quarterly
2015-12-18	$0.252	$0.252	USD	2015-12-18	2015-12-18	2015-12-21	Other
2015-09-21	$0.176	$0.176	USD	2015-09-18	2015-09-18	2015-09-21	Quarterly
2015-06-22	$0.175	$0.175	USD	2015-06-19	2015-06-19	2015-06-22	Quarterly
2015-03-23	$0.176	$0.176	USD	2015-03-20	2015-03-20	2015-03-23	Quarterly
2014-12-22	$0.293	$0.293	USD	2014-12-19	2014-12-19	2014-12-22	Other
2014-09-19	$0.169	$0.169	USD	2014-09-19	2014-09-19	2014-09-22	Quarterly
2014-06-23	$0.164	$0.164	USD	2014-06-20	2014-06-20	2014-06-23	Quarterly
2014-03-24	$0.173	$0.173	USD	2014-03-21	2014-03-21	2014-03-24	Quarterly
2013-12-23	$1.096	$1.096	USD	2013-12-20	2013-12-20	2013-12-23	Other
2013-12-20	$0.321	$0.321	USD	-	-	-	-
2013-09-23	$0.165	$0.165	USD	2013-09-20	2013-09-20	2013-09-23	Quarterly
2013-06-24	$0.169	$0.169	USD	2013-06-21	2013-06-21	2013-06-24	Quarterly
2013-03-25	$0.168	$0.168	USD	2013-03-22	2013-03-22	2013-03-25	Quarterly
2012-12-26	$0.219	$0.219	USD	2012-12-21	2012-12-21	2012-12-24	Other
2012-09-24	$0.159	$0.159	USD	-	2012-09-21	2012-09-24	Quarterly
2012-06-18	$0.161	$0.161	USD	-	2012-06-15	2012-06-18	Quarterly
2012-03-26	$0.162	$0.162	USD	-	2012-03-23	2012-03-26	Quarterly
2011-12-19	$0.220	$0.220	USD	-	2011-12-16	2011-12-19	Other
2011-09-26	$0.150	$0.150	USD	-	2011-09-23	2011-09-26	Quarterly
2011-06-20	$0.150	$0.150	USD	-	2011-06-17	2011-06-20	Quarterly
2011-03-21	$0.150	$0.150	USD	-	2011-03-18	2011-03-21	Quarterly
2010-12-20	$0.214	$0.214	USD	-	2010-12-17	2010-12-20	Other
2010-09-27	$0.146	$0.146	USD	-	2010-09-24	2010-09-27	Quarterly
2010-06-21	$0.146	$0.146	USD	-	2010-06-18	2010-06-21	Quarterly
2010-04-30	$0.039	$0.039	USD	-	-	-	-
2010-03-22	$0.145	$0.145	USD	-	2010-03-19	2010-03-22	Quarterly
2009-12-21	$0.170	$0.170	USD	-	2009-12-18	2009-12-21	Quarterly
2009-09-28	$0.171	$0.171	USD	-	2009-09-25	2009-09-28	Quarterly
2009-06-22	$0.173	$0.173	USD	-	2009-06-19	2009-06-22	Quarterly
2009-03-23	$0.177	$0.177	USD	-	2009-03-20	2009-03-23	Quarterly
2008-12-22	$0.661	$0.661	USD	-	2008-12-19	2008-12-22	Other
2008-12-19	$0.179	$0.179	USD	-	-	-	-
2008-09-22	$0.175	$0.175	USD	-	2008-09-19	2008-09-22	Quarterly
2008-06-23	$0.175	$0.175	USD	-	2008-06-20	2008-06-23	Quarterly
2008-03-24	$0.175	$0.175	USD	-	2008-03-20	2008-03-24	Quarterly
2007-12-24	$2.077	$2.077	USD	-	2007-12-21	2007-12-24	Other
2007-12-21	$0.177	$0.177	USD	-	-	-	-
2007-09-24	$0.174	$0.174	USD	-	2007-09-21	2007-09-24	Quarterly
2007-06-25	$0.174	$0.174	USD	-	2007-06-22	2007-06-25	Quarterly
2007-03-26	$0.166	$0.166	USD	-	2007-03-23	2007-03-26	Quarterly
2006-12-26	$0.984	$0.984	USD	-	2006-12-22	2006-12-26	Other
2006-12-22	$0.169	$0.169	USD	-	-	-	-
2006-09-18	$0.155	$0.155	USD	-	2006-09-15	2006-09-18	Quarterly
2006-06-19	$0.156	$0.156	USD	-	2006-06-16	2006-06-19	Quarterly
2006-03-17	$0.160	$0.160	USD	-	-	-	-
2005-12-19	$0.576	$0.576	USD	-	2005-12-16	2005-12-19	Other
2005-12-16	$0.157	$0.157	USD	-	-	-	-
2005-09-19	$0.144	$0.144	USD	-	2005-09-16	2005-09-19	Quarterly
2005-06-20	$0.141	$0.141	USD	-	2005-06-17	2005-06-20	Quarterly
2005-04-22	$0.039	$0.039	USD	-	-	-	-
2005-03-21	$0.132	$0.132	USD	-	2005-03-18	2005-03-21	Quarterly
2004-12-20	$0.395	$0.395	USD	-	2004-12-17	2004-12-20	Other
2004-12-17	$0.172	$0.172	USD	-	-	-	-
2004-09-20	$0.133	$0.133	USD	-	2004-09-17	2004-09-20	Quarterly
2004-06-18	$0.128	$0.128	USD	-	2004-06-18	2004-06-21	Quarterly
2004-03-22	$0.130	$0.130	USD	-	2004-03-19	2004-03-22	Quarterly
2003-12-19	$0.129	$0.129	USD	-	2003-12-19	2003-12-22	Other
2003-09-22	$0.131	$0.131	USD	-	2003-09-19	2003-09-22	Quarterly
2003-06-23	$0.128	$0.128	USD	-	2003-06-20	2003-06-23	Quarterly
2003-03-31	$0.132	$0.132	USD	-	2003-03-28	2003-03-31	Quarterly
2002-12-21	$0.166	$0.166	USD	-	2002-12-20	2002-12-23	Other
2002-12-20	$0.130	$0.130	USD	-	-	-	-
2002-09-21	$0.132	$0.132	USD	-	2002-09-20	2002-09-23	Quarterly
2002-06-22	$0.127	$0.127	USD	-	2002-06-21	2002-06-24	Quarterly
2002-03-23	$0.132	$0.132	USD	-	2002-03-22	2002-03-25	Quarterly
2001-12-22	$0.752	$0.752	USD	-	2001-12-21	2001-12-24	Other
2001-12-21	$0.127	$0.127	USD	-	-	-	-
2001-09-24	$0.131	$0.131	USD	-	2001-09-21	2001-09-24	Quarterly
2001-06-22	$0.128	$0.128	USD	-	2001-06-22	2001-06-25	Other

View the full dividend history for WSHFX.

American Funds Washington Mutual Investors Fund Class F-1 NMFQS:WSHFX