WSHFX Mutual Fund

WSHFX Mutual Fund

NAV$67.17
See how much of WSHFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$49M
Expense Ratio
0.62%
Dividend Yield (Current)
9.42%
Holdings
200
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+8.30%
1 Year+15.97%
3 Year+17.00%
5 Year+12.30%
10 Year+13.18%

Asset Allocation

Stocks: 97.12%
Cash: 2.88%
See how much of WSHFX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
AVGOBroadcom Inc6.41%
MSFTMicrosoft Corp 4.100 Feb 06 373.93%
PMPhilip Morris International Inc.3.67%
AAPLApple, Inc3.12%
CMQXXCapital Group Central Cash Fund2.82%
Top 10 Concentration: 29.70%Report Date: Jun 30, 2026
Download all 200 holdings for WSHFX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.42%
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 200 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2001-03-15.

WSHFX performance shows a YTD return of 8.30%. The 1-year return is 15.97% and the 5-year return is 12.30%. WSHFX dividend yield stands at 9.42%, paid quarterly.

WSHFX top holdings include Broadcom Inc (6.4%), Microsoft Corp 4.100 Feb 06 37 (3.9%), Philip Morris International Inc. (3.7%), Apple, Inc (3.1%), Capital Group Central Cash Fund (2.8%). 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.