Brady Enright will officially leave and Emme Kozloff will join American Funds Washington Mutual's still nine-person management team on May 1, 2022. This news does not alter the strategy's Morningstar Analyst Rating range of Gold to Silver, depending on share class fees.
American Funds Washington Mutual A AWSHX
NAV / 1-Day Return
53.93
/
0.32
%
Total Assets
151.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.580%
Expense Ratio
0.580%
Fee Level
Low
Longest Manager Tenure
24.89
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
250
Status
Open
TTM Yield
1.46%
Turnover
24%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will AWSHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWSHX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the AWSHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AWSHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Manager Addition and Subtraction at American Funds Washington Mutual; Ratings Unchanged
