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Detailed Fund Information

Washington Mutual Investors FundSM (growth-and-income fund)

Class A shares

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Daily Prices

Updated April 17, 2014, 3:19PM Pacific time

Net Asset Value (NAV) $39.94
NAV Change $0.10
Maximum Offering Price (MOP) $42.38

(All prices are subject to revision.)

Historical Prices & Distributions

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Ticker Symbols & Fund Numbers

Fund Number 01
Ticker/Quotron Symbol AWSHX
CUSIP Number 939330 10 6

Fund Description

Fund Objective The fund's investment objective is to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing.
Distinguishing Characteristics The fund seeks to be at least 95% invested in equity-type securities. The fund invests in stocks that meet strict standards evolving from requirements originally established by the U.S. District Court for the District of Columbia for the investment of trust funds. May not invest in companies that derive their primary revenues from alcohol or tobacco.
Types of Investments Primarily invests in common stocks and securities convertible into common stocks.
Non-U.S. Holdings May invest up to 10% of its assets in companies domiciled outside the United States.

Fund Facts

Minimum Initial Investment $250
Shareholder Accounts (aggregated for all share classes; updated monthly) 2,709,337
Regular Dividends Paid March, June, September, December
Capital Gains Paid December
Fund Inception July 31, 1952
Fiscal Year-End April

The months indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes.

Returns & Expenses

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Results shown at net asset value have all distributions reinvested. If a sales charge had been deducted, the results would have been lower. Share price and return will vary, so investors may lose money. Investing for short periods makes losses more likely. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Returns with sales charge for Class A shares reflect payment of the 5.75% maximum sales charge at the beginning of the stated periods. Definitions and other important legal information about these prices and returns are shown below.

Rates of Return*

  Average Annual Total Returns
1 yr 3 yrs 5 yrs 10 yrs Fund Lifetime
March 31, 2014 (most recent month-end)
NAV 22.61% 15.04% 20.26% 7.21% 11.98%
With sales charge 15.55% 12.80% 18.85% 6.58% 11.88%
March 31, 2014 (most recent quarter-end)
NAV 22.61% 15.04% 20.26% 7.21% 11.98%
With sales charge 15.55% 12.80% 18.85% 6.58% 11.88%

Interactive Results Graphs

Expense Ratios

Washington Mutual Investors Fund 0.62%
Lipper Growth & Income Funds Average 1.13%

12-Month Distribution Rates

As of March 31, 2014 (updated monthly)

NAV 2.11%
With sales charge 1.99%

Annualized 30-Day SEC Yield

As of March 31, 2014 (updated monthly)

With sales charge 1.80%


Largest Industry Holdings

% of net assets as of March 31, 2014 (updated quarterly)

Aerospace & defense 10.3%
Oil, gas & consumable fuels 10.2%
Pharmaceuticals 8.4%
Banks 7.6%
Software 5.1%
Specialty retail 4.5%
Diversified telecommunication services 3.7%
Chemicals 3.3%
Consumer finance 3.2%
Media 3.2%

Portfolio Holdings

(updated quarterly, upon availability)

Asset Mix

as of March 31, 2014 (updated monthly)

U.S. Equities 90.4%
Non-U.S. Equities 7.6%
Cash & Equivalents 2.0%

Assets and Portfolio Turnover (for fiscal years)

Fiscal Year Fund Assets (billions) Portfolio Turnover
2013 $61.4 22%
2012 $55.1 22%
2011 $54.6 25%
2010 $50.9 22%
2009 $43.3 39%

Assets shown are for combined share classes.

Largest Equity Holdings

Percent of net assets as of March 31, 2014 (updated monthly)



A world leader in software and Internet technologies. Its products include the Windows operating system and Office software.



Global manufacturer for the aerospace and defense industries.


Home Depot

The world's largest home improvement retailer.



Among the world's largest pharmaceutical companies, and a leader in cardiovascular medicine.


Wells Fargo

One of the largest banks in the U.S.


Royal Dutch Shell

A global group of energy and oil companies.


Lockheed Martin

A world leader in advanced aerospace and military technology products.


Union Pacific

Operates the largest railroad in the U.S.; also delivers freight to Canada and Mexico.



This fully integrated energy company is one of the world's largest producers of oil and gas.


American Express

A leading travel and financial services company.


Portfolio Managers

Number of years with American Funds or affiliates
Alan N. Berro 22
Gregory D. Johnson 20
Jeffrey T. Lager 17
Ronald B. Morrow 16
Eugene P. Stein 41

(as of the prospectus dated July 1, 2013)

The portfolio managers shown are reflected in the fund’s most recent prospectus. Ronald B. Morrow is no longer managing money in the fund.

Important Legal Information

* Investment results assume all distributions are reinvested and reflect applicable fees and expenses.

  When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund.

Source for Lipper expense ratio comparison: Lipper, based on front-end load funds, excluding funds of funds, for the most recent fiscal year-ends available as of March 31, 2014. The fund’s expense ratio is as of the fund’s prospectus. The expense ratios do not reflect sales charges.

The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities, while the distribution rate reflects the fund's past dividends paid to shareholders. Accordingly, the fund's SEC yield and distribution rate may differ.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors® and sold through unaffiliated intermediaries.