WSHFX Mutual Fund

WSHFX Mutual Fund

NAV$67.12
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Fund Essentials - as of Jul 31, 2026

Net Assets
$49M
Expense Ratio
0.62%
Dividend Yield (Current)
2.26%
Holdings
204
Inception Date
Mar 15, 2001
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+1.42%
1 Year+8.38%
3 Year+28.83%
5 Year+20.94%
10 Year+20.88%

Asset Allocation

Stocks: 96.45%
Cash: 3.54%
Other: 0.01%
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Top Holdings

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TickerNameWeight
AVGOBroadcom Inc6.54%
MSFTMicrosoft Corp4.83%
PMPhilip Morris International Inc.3.70%
CMQXXCapital Group Central Cash Fund3.31%
AAPLApple, Inc3.30%
Top 10 Concentration: 30.58%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.26%
Frequency
Quarterly
Latest Distribution
$1.33
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WSHFX Mutual Fund Overview

WSHFX Mutual Fund (Washington Mutual Investors Fund Class F1) is managed by American Funds with $49.2M in net assets. WSHFX expense ratio is 0.62%, holding 204 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2001-03-15.

WSHFX performance shows a YTD return of 1.42%. The 1-year return is 8.38% and the 5-year return is 20.94%. WSHFX dividend yield stands at 2.26%, paid quarterly.

WSHFX top holdings include Broadcom Inc (6.5%), Microsoft Corp (4.8%), Philip Morris International Inc. (3.7%), Capital Group Central Cash Fund (3.3%), Apple, Inc (3.3%). Go to all WSHFX holdings, WSHFX sectors, or WSHFX dividends.

WSHFX can be compared against other funds. Use WSHFX overlap to find shared positions, or WSHFX vs another fund for a side-by-side view. WSHFX alternatives are available via the screener, along with tax-loss harvesting opportunities.