Washington Mutual Investors Fund

Overview

Washington Mutual Investors Fund is a mutual fund managed by Capital Research and Management Company, focusing on providing current income and opportunities for growth of principal through investments in common stocks and securities convertible into common stocks. The fund employs strict eligibility criteria to select companies with strong balance sheets and consistent dividends, aiming to be fully invested. As of January 31, 2026, the fund's assets totaled approximately $211 billion, with a portfolio comprising over 183 companies. The fund's expense ratio is 0.55%, and it offers dividends quarterly in March, June, September, and December, with capital gains distributed in December. The minimum initial investment is $250, with subsequent investments starting at $50. The fund is available through various share classes, including Class A, Class C, Class R-3, Class R-5, and Class R-6, each with specific expense ratios and investment requirements. The fund's portfolio is diversified across multiple industries, including financial services, technology, healthcare, consumer goods, energy, utilities, materials, telecommunications, consumer services, industrials, real estate, basic materials, consumer non-durables, technology hardware, and software. The fund's investment strategy focuses on large-cap value stocks, with a weighted average market capitalization of approximately $764 billion as of December 31, 2025. The fund's performance has been strong, with a 1-year return of 17.52% as of December 31, 2025, and a 5-year return of 14.22%. The fund is managed by a team of eight portfolio managers, ensuring a disciplined approach to growth-and-income investing. Investors can access the fund through various platforms, including the official website and financial advisors. The fund's legal address is 333 S Hope St, Los Angeles, CA 90071, and it is registered with the Securities and Exchange Commission under the LEI E8N96L3OLBC178UFN669. The fund's inception date is July 31, 1952, and it has a long-standing history of providing investors with income and growth opportunities through a diversified portfolio of high-quality companies.