Washington Mutual Investors Fund

This fund has an outstanding track record, consistently outstripping the S&P 500 index over an extended period. Furthermore, its annual expense ratio is low, and it invests entirely in stocks.

The figures shown represent past results and do not guarantee future performance. Investors can incur losses; short-term investing makes losses more likely.

It has a long history

Washington Mutual Investors Fund has an outstanding history of helping investors meet their financial goals. Its high standards of financial soundness and focus on well-established dividend-paying companies have propelled its exceptional performance over three decades, while its low-cost, broadly diversified management has provided stable sources of income and growth.

Since 2000, Washington Mutual Investors Fund has outshone the Standard & Poor’s 500 Stock Index and been one of the top 10 stock funds in its category. Over the last year alone, it outperformed most other significant stock funds within its class, and even when markets have suffered significantly this year, its performance remains strong.

The Fund invests primarily in common stocks of established companies listed on, or meeting the financial listing requirements of, the New York Stock Exchange with strong earnings and dividend payments histories. Portfolio counselors consider current and potential future dividend income and any opportunity for long-term capital appreciation when selecting securities to invest in. Fundamental research, careful selection, and broad diversification are used to achieve our objective.

The longstanding performance of the Fund has enabled it to remain resilient during turbulent markets. Notably, no losses have occurred for almost ten years – an impressive achievement among mutual funds! Therefore, this Fund makes an ideal long-term investing option.

WaMu marked its expansionary period with the acquisition of 1201 Third Avenue and WaMu Center buildings from historic Seattle landmarks 1201 Third Avenue and WaMu Center at that same year, along with expanding its branch network by opening offices in Portland/Vancouver area with the Crossland Savings Bank purchase.

This chart depicts the historical returns of this share class since its establishment. Maximum Offering Price (MOP) returns reflect a 5.75% sales charge deduction, while Net Asset Value (NAV) returns do not.

It has a clear strategy.

An adequate mutual fund requires a well-designed strategy. This strategy should allow investors to quickly enter or exit sectors, assets, or markets at the right time while minimizing risks, maximizing returns, and mitigating risks. Furthermore, you should assess your risk tolerance capacity when selecting investment funds.

Washington Mutual Investors Fund is an excellent example of a mutual fund with an impressive strategy. Its managers invest in inexpensive stocks with solid fundamentals and hold them for an extended period in an evenly-diversified portfolio at low fees with a moderate risk profile – making this fund an excellent core component.

The Washington Mutual Investors Fund was founded in 1952 as a closed-end mutual fund, and its primary aim is to offer current income and principal growth consistent with sound common-stock investing practices. Portfolio advisors focus on companies that pay dividends or may soon do so and also consider potential capital appreciation potential; additionally, no securities generating primary revenue through alcohol or tobacco are included within its investment universe.

Washington Mutual Investors Fund has historically produced returns that outstripped those of the S&P 500, though there have also been periods of underperformance. With a 5-year beta of 0.87 and 1-year alpha below industry norms (-0.18), this fund may have difficulty selecting securities with above benchmark returns for managers to manage effectively.

The Washington Mutual Investors Fund boasts low expense ratio and turnover rates, making it an excellent core component for your portfolio. Over its 15-year track record, it has outshone the S&P 500. Furthermore, its riskiness ranks 30% lower than the S&P 500, making this fund ideal for long-term investors.

It has a low turnover rate.

Turnover rates can provide valuable insights into a fund and its manager’s style, but they do not accurately predict its future performance. A fund’s turnover ratio should be measured against industry norms and similar funds within its category and also consider any impactful holdings that might influence performance.

Low turnover rates are desirable for various reasons. They can reduce transaction costs while helping limit capital gains or short-term losses realized by funds, as well as helping lower their expense ratios.

The Washington Mutual Investors Fund is an excellent example of a fund with a low turnover rate. Established in 1952 and investing primarily in common stocks, its primary objective is income and principal growth. Investment policies follow sound common-stock investing principles while seeking to avoid tobacco and alcohol companies as potential investments.

Low turnover rates are attributable to its investment philosophy of prioritizing quality over quantity. Managers seek out companies with solid fundamentals but undervaluations in the marketplace; then hold onto them until their values appreciate – leading to lower turnover rates and increased returns. This strategy results in low turnover rates while still yielding solid returns.

On the contrary, growth funds that frequently trade to generate higher investment returns often incur excessive expenses and tax liability, ultimately diminishing their long-term recovery.

Washington Mutual Investors Fund stands out for its conservative investment approach and history as one of the first mutual funds. Historically, shares were initially distributed via wholesale brokers, bankers, and financial consultants, with third parties receiving front-end loads as high as 5.75 percent; Bogle championed such low-cost funds as this fund is among his favorites.

Investors can locate information on a fund’s turnover rate by consulting its prospectus or visiting websites that track real-time market prices.

It has a low expense ratio.

WASHINGTON MUTUAL INVESTORS stands out with a low expense ratio of just 0.66%, making it an excellent option for investors seeking to reduce expenses. Furthermore, its competitive expense ratio makes this fund more cost-effective when compared with similar funds in its category. In addition, Washington Mutual Investors tend to move less in response to market movements.

Expense ratios are calculated by subtracting net fund operating expenses from an investment fund’s annual sales and marketing fees, administrative fees, and transaction costs. Fund expenses exclude certain other charges, such as reclassification and amortized payments, that vary from period to period depending on factors like investment allocation changes and other variables; please refer to your fund prospectus for a complete list of costs.

This fund aims to generate income and foster principal growth through sound common stock investing. When selecting securities for investment, portfolio counselors of the fund consider current and potential future dividends and potential long-term capital appreciation. Specifically, its portfolio counselors favor shares of established companies listed on the New York Stock Exchange which have proven their earnings ability and dividend payments over time.

Before investing, investors should carefully assess investment objectives, risks, charges, and expenses before deciding. A financial professional can provide further details. Investments do not come FDIC-insured nor guaranteed by banks or any other entities, so their value may decrease over time.

Class A shares show returns after deducting the 5.75% maximum sales charge, although these returns do not average over an entire year. Short-term investments make losses more likely, so investors should avoid investing solely for short-term gains.

Performance data relates to the end of each month and is obtained from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Due to many material factors influencing its performance – market conditions, level and type of investments made into underlying securities, and effectiveness of management – performance may fluctuate substantially from month to month.