- What does WSHFX invest in?
- This fund's investment strategy predominantly targets the ordinary shares of mature companies. These corporations are typically either listed on the New York Stock Exchange or satisfy its financial qualifications, and consistently exhibit robust earnings along with a strong history of dividend distribution. The fund's management aims to ensure that the portfolio remains fully invested and broadly diversified, with a core emphasis on premium common equities.
- What is the expense ratio of WSHFX?
- American Funds Washington Mutual F1 (WSHFX) charges an expense ratio of 0.62%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is WSHFX?
- American Funds Washington Mutual F1 (WSHFX) manages $217.88B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is WSHFX actively managed or an index fund?
- WSHFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was WSHFX launched?
- American Funds Washington Mutual F1 (WSHFX) launched in July 1952 and is managed by Capital Group.
- How has WSHFX performed?
- WSHFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
