American Funds Washington Mutual F1
WSHFX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Los Angeles CA 90071 Los Angeles CA United States of America 90071
- IPO Date
- Mar 15, 2001
- CIK
- 0000104865
- Website
- capitalgroup.com
- Similar Companies
- Business
- American Funds Washington Mutual Investors Fund Class F-1 (WSHFX) is an open-end mutual fund that seeks to produce income and provide growth of principal consistent with sound common stock investing by primarily investing in common stocks of established, high-quality companies listed on, or meeting the financial listing requirements of, the New York Stock Exchange that demonstrate strong records of earnings and dividends; the fund maintains a fully invested, diversified portfolio of over 175 holdings, with a focus on large-blend and large-value equities across sectors including information technology (approximately 24%), financials (17%), industrials (12%), and health care (12%), comprising roughly 91% U.S. equities, 5% non-U.S. equities, and minimal cash equivalents. WSHFX, part of the American Funds family managed by Capital Group Companies, Inc., emphasizes companies with histories of consistent and growing dividend payments to deliver stability and long-term capital appreciation for individual and institutional investors, including retirement plans; it offers quarterly income dividends and semiannual capital gains distributions, with a minimum initial investment of $250 and an expense ratio of 0.63%. The fund, with inception on July 31, 1952, is headquartered in Los Angeles, California, through its adviser Capital Group, a privately held firm founded in 1931 that operates globally across the Americas, Europe, Asia, and Australia, managing over $3 trillion in assets. In recent developments as of late 2025, Capital Group announced key management transitions effective January 1, 2026, including veteran portfolio manager Alan Berro stepping down as lead principal investment officer after 27 years on the strategy while remaining a portfolio manager, with Eric Stern assuming the lead role after over a decade on the fund and Jin Lee taking on additional responsibilities as PIO for the Capital World Investors subsidiary; these changes stem from the firm's periodic self-assessment to optimize leadership and subsidiary alignment without altering the fund's high-rated process or people ratings. The fund reported robust 2025 year-to-date distributions totaling $3.30 per share, including a significant June capital gains payout of $2.71, alongside assets under management reaching $211.9 billion as of November 30, 2025, reflecting sustained investor interest amid a portfolio turnover of 29%.