American Funds Washington Mutual Investors Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 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 1.78 1.78
Stocks 88.75 88.75
Bonds 0.06 0.06
Other 0.97 0.97
Foreign Bonds 0.0 0.0
Foreign Stocks 8.44 8.44
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Boeing Co BA -5.52 5.01
Home Depot, Inc. HD -0.41 4.71
Microsoft Corporation MSFT 1.74 4.0
Merck & Co Inc MRK 12.73 3.56
Chevron Corp CVX -7.26 3.5
Royal Dutch Shell PLC ADR Class B RDS.B 3.47 3.17
Wells Fargo & Co WFC 2.31 3.06
American Express Co AXP -0.58 2.82
Union Pacific Corp UNP 7.39 2.69
Lockheed Martin Corporation LMT 10.91 2.67