American Funds Washington Mutual Investors Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

Fund Holdings

The fund tends to commit at least 95 percent of its portfolio to stocks. Value Line says, "Using a disciplined bottom-up style of investing, management seeks stocks of high-quality, dividend-paying companies offering a solid record of growth and profitability that are trading at a discount." The fund cannot invest in alcohol or tobacco stocks. 

Asset Allocation

% Long % Net
Cash 0.93 0.93
Stocks 89.58 89.58
Bonds 0.0 0.0
Other 1.39 1.39
Foreign Bonds 0.0 0.0
Foreign Stocks 8.1 8.1
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Microsoft Corporation MSFT 13.42 5.06
Boeing Co BA -5.04 4.43
Home Depot, Inc. HD 0.51 4.16
Merck & Co Inc MRK 18.66 3.85
Wells Fargo & Co WFC 17.56 3.58
Royal Dutch Shell PLC ADR Class B RDS.B 19.08 3.31
Lockheed Martin Corporation LMT 9.85 2.94
Union Pacific Corp UNP 20.25 2.93
Chevron Corp CVX 6.16 2.86
American Express Co AXP 5.6 2.82

Large Value Funds

Highest Returns (10-year)

See More Funds