Detailed Fund Information
Washington Mutual Investors FundSM (growth-and-income fund)
Updated April 22, 2014, 3:13PM Pacific time
|Net Asset Value (NAV)||$40.14|
(All prices are subject to revision.)
Historical Prices & Distributions
Ticker Symbols & Fund Numbers
|CUSIP Number||939330 82 5|
|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.|
|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|
The months indicated for dividends and capital gains paid represent the anticipated current year ex-dividend date schedule for all share classes.
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. 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)|
|March 31, 2014 (most recent quarter-end)|
|Washington Mutual Investors Fund||0.41%|
|Lipper Growth & Income Funds Average||0.86%|
12-Month Distribution Rates‡
As of March 31, 2014 (updated monthly)
Annualized 30-Day SEC Yield‡
As of March 31, 2014 (updated monthly)
|At net asset value||2.12%|
Largest Industry Holdings
% of net assets as of March 31, 2014 (updated quarterly)
|Aerospace & defense||10.3%|
|Oil, gas & consumable fuels||10.2%|
|Diversified telecommunication services||3.7%|
(updated quarterly, upon availability)
(as of March 31, 2014)
as of March 31, 2014 (updated monthly)
|Cash & Equivalents||2.0%|
Assets and Portfolio Turnover (for fiscal years)
|Fiscal Year||Fund Assets (billions)||Portfolio Turnover|
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.
The world's largest home improvement retailer.
Among the world's largest pharmaceutical companies, and a leader in cardiovascular medicine.
One of the largest banks in the U.S.
Royal Dutch Shell
A global group of energy and oil companies.
A world leader in advanced aerospace and military technology products.
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.
A leading travel and financial services company.
|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.
* Investment results assume all distributions are reinvested and reflect applicable fees and expenses. Class F-2 shares were first offered on August 1, 2008. Class F-2 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for typical estimated expenses. View dates of first sale and specific expense adjustment information for Class F-2 shares.
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 institutional load funds, excluding funds of funds, for the most recent fiscal year-ends available as of March 31, 2014. Expenses are as of the funds prospectus. The expense ratios do not reflect sales charges or fees charged by financial intermediaries.
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.