American Funds Washington Mutual Investors Fund

Shareclass
American Funds Washington Mutual A (AWSHX)
Type
Open-end mutual fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
10.67%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
26
holdings flagged
11%
of assets flagged
This fund contains
 $20.53 BILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
1 holdings
0.07% of assets
$129.45 MILLION invested
banks
Banks and lenders
3 holdings
2.27% of assets
$4.38 BILLION invested
consumers
Major consumer brands
23 holdings
8.39% of assets
$16.15 BILLION invested
Commodity producers
Commodity producers
1 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.07%0.07% of portfolio
    $129.45M$129.45M invested
    Soy producerPaper/pulp producerPalm oil producer
Banks and lenders
Banks and lenders
3 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
3 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    1.54%1.54% of portfolio
    $2.97B$2.97B invested
  • 2. Morgan Stanley
    0.48%0.48% of portfolio
    $924.01M$924.01M invested
  • 3. Bank of America Corp
    0.25%0.25% of portfolio
    $482.8M$482.8M invested
Major consumer brands
Major consumer brands
23 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
23 HOLDINGS
  • % of portfolio
    $ invested
  • 1. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    1.32%1.32% of portfolio
    $2.54B$2.54B invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 2. Yum Brands Inc
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.88%0.88% of portfolio
    $1.69B$1.69B invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. CVS Health Corp
    Palm oil major consumer brand
    0.79%0.79% of portfolio
    $1.51B$1.51B invested
    Palm oil major consumer brand
  • 4. Starbucks Corp
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.54%0.54% of portfolio
    $1.04B$1.04B invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Nike Inc Class B
    Cattle major consumer brandPaper/pulp major consumer brand
    0.47%0.47% of portfolio
    $901.72M$901.72M invested
    Cattle major consumer brandPaper/pulp major consumer brand
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DATA AS OF 30 Sep 2024
Financial performance
Performance data provided byMorningstarFind more financial data on AWSHX at Morningstar.com
Current fund
AWSHX
American Funds Washington Mutual Investors Fund
Family
American Funds/Capital Group
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-1.56% less in annualized returns
Less invested in commodity producers 
0.1% less invested
Less invested in banks and lenders 
0.17% less invested
Less invested in major consumer brands 
3.1% less invested
Current fund
AWSHX
American Funds Washington Mutual Investors Fund
Family
American Funds/Capital Group
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-1.56% less in annualized returns
Less invested in commodity producers 
0.1% less invested
Less invested in banks and lenders 
0.17% less invested
Less invested in major consumer brands 
3.1% less invested
Current fund
AWSHX
American Funds Washington Mutual Investors Fund
Family
American Funds/Capital Group
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-1.56% less in annualized returns
Less invested in commodity producers 
0.1% less invested
Less invested in banks and lenders 
0.17% less invested
Less invested in major consumer brands 
3.1% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
AWSHX - American Funds Washington Mutual Investors Fund
33%
9.75%
13%
11%
0.07% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0.17% 
Fund compared to benchmark
 
-5.47%
0.69%
-2.14%
-1.56%
0.1%  lower
Find more financial data on AWSHX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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