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WASHINGTON MUTUAL INVESTORS FUND

CIK: 0000104865 Equity
Report date: 2026-03-30
AUM $211.1B
Expense Ratio
Category Equity
State
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-30

About this Fund

WASHINGTON MUTUAL INVESTORS FUND is a leading mutual fund company dedicated to providing a wide range of investment solutions to its valued clients, leveraging its expertise in asset management to help individuals and institutions achieve their long-term financial goals. With a strong focus on wealth management, the company offers a diverse portfolio of mutual funds, including equity, debt, hybrid, and money market funds, designed to cater to the unique needs and risk tolerance of its investors. By adopting a disciplined and research-driven approach to investment, WASHINGTON MUTUAL INVESTORS FUND strives to deliver consistent and sustainable returns, while minimizing risk and maximizing growth potential. For investors seeking to build wealth over time, the company's systematic investment plan, or SIP, allows them to invest a fixed amount of money at regular intervals, regardless of market fluctuations, thereby promoting a culture of disciplined investing and helping to reduce timing risks. WASHINGTON MUTUAL INVESTORS FUND's investor-centric approach is built on a foundation of transparency, accountability, and trust, with a team of experienced investment professionals working tirelessly to ensure that every client's portfolio is carefully crafted to meet their specific investment objectives. The company's key strengths lie in its ability to balance risk and return, its rigorous investment process, and its commitment to providing exceptional client service, which has earned it the trust and loyalty of its investors. As a trusted partner in wealth creation, WASHINGTON MUTUAL INVESTORS FUND is well-positioned to help its clients navigate the complexities of the investment landscape, providing them with the expertise, guidance, and support they need to achieve their financial aspirations. By combining a deep understanding of the markets with a passion for delivering outstanding investment results, WASHINGTON MUTUAL INVESTORS FUND has established itself as a leading player in the mutual fund industry, with a reputation for excellence and a long-term perspective that sets it apart from its peers. With its comprehensive range of mutual funds and wealth management solutions, the company is poised to continue meeting the evolving needs of its investors, while remaining true to its core values of integrity, professionalism, and a relentless commitment to investment excellence.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

91 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 NKE NIKE INC Since 2026-05-10 654106103 Equity (Common)
0.27%
$579.67 9,378,206
2 KEY KEYCORP Since 2026-05-10 493267108 Equity (Common)
0.19%
$395.89 18,396,323
3 KKR KKR & CO INC Since 2026-05-10 48251W104 Equity (Common)
0.47%
$991.48 8,677,421
4 KKR KKR & CO INC Since 2026-05-10 48251W500 Equity (Preferred)
0.31%
$649.67 13,274,895
5 PM PHILIP MORRIS INTERNATIONAL INC Since 2026-05-10 718172109 Equity (Common)
3.84%
$8102.01 45,151,609
6 WMT WALMART INC Since 2026-05-10 931142103 Equity (Common)
0.15%
$308.99 2,593,505
7 WPM WHEATON PRECIOUS METALS CORP Since 2026-05-10 962879102 Equity (Common)
0.61%
$1278.30 9,693,619
8 WSO-B WATSCO INC Since 2026-05-10 942622200 Equity (Common)
0.31%
$646.29 1,672,366
9 AAPL APPLE INC Since 2026-05-10 037833100 Equity (Common)
2.43%
$5133.05 19,782,045
10 ABBV ABBVIE INC Since 2026-05-10 00287Y109 Equity (Common)
0.72%
$1514.04 6,789,092
11 ABT ABBOTT LABORATORIES Since 2026-05-10 002824100 Equity (Common)
0.83%
$1756.24 16,068,099
12 ACN ACCENTURE PLC Since 2026-05-10 N/A Equity (Common)
0.56%
$1186.86 4,501,823
13 ADBE ADOBE INC Since 2026-05-10 00724F101 Equity (Common)
0.08%
$174.37 594,608
14 AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Since 2026-05-10 03820C105 Equity (Common)
0.04%
$75.76 290,910
15 AJG ARTHUR J GALLAGHER & CO Since 2026-05-10 363576109 Equity (Common)
0.54%
$1142.36 4,580,964
16 ALGN ALIGN TECHNOLOGY INC Since 2026-05-10 016255101 Equity (Common)
0.02%
$44.88 275,299
17 AMAT APPLIED MATERIALS INC Since 2026-05-10 038222105 Equity (Common)
0.18%
$388.31 1,204,738
18 AMGN AMGEN INC Since 2026-05-10 031162100 Equity (Common)
1.59%
$3348.57 9,794,581
19 AMZN AMAZON.COM INC Since 2026-05-10 023135106 Equity (Common)
0.56%
$1182.55 4,941,717
20 AON AON PLC Since 2026-05-10 N/A Equity (Common)
0.28%
$587.67 1,680,799
21 APO APOLLO GLOBAL MANAGEMENT INC Since 2026-05-10 03769M106 Equity (Common)
0.43%
$906.64 6,738,789
22 APO APOLLO GLOBAL MANAGEMENT INC Since 2026-05-10 03769M304 Equity (Preferred)
0.07%
$138.76 2,000,263
23 AVGO BROADCOM INC Since 2026-05-10 11135F101 Equity (Common)
6.32%
$13340.84 40,268,155
24 AZN ASTRAZENECA PLC Since 2026-05-10 046353108 Equity (Common)
0.25%
$536.26 5,780,486
25 BAM BROOKFIELD ASSET MANAGEMENT LTD Since 2026-05-10 113004105 Equity (Common)
0.14%
$303.48 6,105,079
26 BG BUNGE GLOBAL SA Since 2026-05-10 N/A Equity (Common)
0.07%
$152.24 1,336,864
27 BLK BLACKROCK INC Since 2026-05-10 09290D101 Equity (Common)
0.94%
$1974.18 1,764,327
28 BX BLACKSTONE INC Since 2026-05-10 09260D107 Equity (Common)
0.29%
$607.90 4,268,342
29 C CITIGROUP INC Since 2026-05-10 172967424 Equity (Common)
0.20%
$422.34 3,650,000
30 CAH CARDINAL HEALTH INC Since 2026-05-10 14149Y108 Equity (Common)
0.01%
$25.52 118,756
31 CAT CATERPILLAR INC Since 2026-05-10 149123101 Equity (Common)
0.78%
$1642.30 2,498,323
32 CFG CITIZENS FINANCIAL GROUP INC Since 2026-05-10 174610105 Equity (Common)
0.53%
$1125.60 17,872,299
33 CHD CHURCH & DWIGHT CO INC Since 2026-05-10 171340102 Equity (Common)
0.18%
$378.81 3,935,686
34 T AT&T INC Since 2026-05-10 00206R102 Equity (Common)
0.07%
$144.85 5,526,426
35 CME CME GROUP INC Since 2026-05-10 12572Q105 Equity (Common)
0.32%
$682.36 2,360,618
36 CMG CHIPOTLE MEXICAN GRILL INC Since 2026-05-10 169656105 Equity (Common)
0.05%
$108.37 2,787,984
37 CNP CENTERPOINT ENERGY INC Since 2026-05-10 15189T107 Equity (Common)
0.14%
$302.56 7,623,082
38 TEL TE CONNECTIVITY PLC Since 2026-05-10 N/A Equity (Common)
0.11%
$236.34 1,060,857
39 COP CONOCOPHILLIPS Since 2026-05-10 20825C104 Equity (Common)
0.71%
$1509.36 14,481,036
40 CRM SALESFORCE INC Since 2026-05-10 79466L302 Equity (Common)
0.50%
$1061.65 5,000,952
41 CSGP COSTAR GROUP INC Since 2026-05-10 22160N109 Equity (Common)
0.01%
$24.74 402,336
42 CTVA CORTEVA INC Since 2026-05-10 22052L104 Equity (Common)
0.16%
$336.00 4,615,319
43 DAL DELTA AIR LINES INC Since 2026-05-10 247361702 Equity (Common)
0.44%
$928.30 14,088,617
44 DRI DARDEN RESTAURANTS INC Since 2026-05-10 237194105 Equity (Common)
0.52%
$1105.85 5,547,269
45 PAYX PAYCHEX INC Since 2026-05-10 704326107 Equity (Common)
0.66%
$1401.46 13,589,220
46 PSA PUBLIC STORAGE Since 2026-05-10 74460D109 Equity (Common)
0.36%
$758.20 2,745,197
47 RCL ROYAL CARIBBEAN CRUISES LTD Since 2026-05-10 N/A Equity (Common)
1.67%
$3515.57 10,828,787
48 REXR REXFORD INDUSTRIAL REALTY INC Since 2026-05-10 76169C100 Equity (Common)
0.05%
$110.63 2,729,525
49 RGLD ROYAL GOLD INC Since 2026-05-10 780287108 Equity (Common)
0.18%
$370.83 1,408,328
50 SNPS SYNOPSYS INC Since 2026-05-10 871607107 Equity (Common)
0.12%
$257.52 553,677
51 SPG SIMON PROPERTY GROUP INC Since 2026-05-10 828806109 Equity (Common)
0.25%
$530.75 2,774,266
52 SPGI S&P GLOBAL INC Since 2026-05-10 78409V104 Equity (Common)
0.25%
$530.53 1,005,184
53 SRE SEMPRA Since 2026-05-10 816851109 Equity (Common)
0.80%
$1684.61 19,361,105
54 STZ CONSTELLATION BRANDS INC Since 2026-05-10 21036P108 Equity (Common)
0.37%
$774.67 4,943,675
55 GILD GILEAD SCIENCES INC Since 2026-05-10 375558103 Equity (Common)
0.80%
$1689.64 11,903,058
56 GOOG ALPHABET INC Since 2026-05-10 02079K107 Equity (Common)
1.43%
$3015.40 8,907,339
57 GOOG ALPHABET INC Since 2026-05-10 02079K305 Equity (Common)
1.65%
$3480.30 10,296,737
58 LHX L3HARRIS TECHNOLOGIES INC Since 2026-05-10 502431109 Equity (Common)
0.65%
$1376.55 4,015,024
59 LII LENNOX INTERNATIONAL INC Since 2026-05-10 526107107 Equity (Common)
0.37%
$773.92 1,563,217
60 MAR MARRIOTT INTERNATIONAL INC Since 2026-05-10 571903202 Equity (Common)
0.16%
$346.88 1,100,143
61 META META PLATFORMS INC Since 2026-05-10 30303M102 Equity (Common)
1.50%
$3159.36 4,409,434
62 MO ALTRIA GROUP INC Since 2026-05-10 02209S103 Equity (Common)
0.30%
$630.53 10,171,559
63 MRSH MARSH & MCLENNAN COMPANIES INC Since 2026-05-10 571748102 Equity (Common)
1.79%
$3770.12 20,033,566
64 MSI MOTOROLA SOLUTIONS INC Since 2026-05-10 620076307 Equity (Common)
0.03%
$72.61 180,373
65 MTN VAIL RESORTS INC Since 2026-05-10 91879Q109 Equity (Common)
0.15%
$319.74 2,402,780
66 TMO THERMO FISHER SCIENTIFIC INC Since 2026-05-10 883556102 Equity (Common)
0.40%
$854.68 1,477,134
67 TOL TOLL BROTHERS INC Since 2026-05-10 889478103 Equity (Common)
0.10%
$201.54 1,394,857
68 TT TRANE TECHNOLOGIES PLC Since 2026-05-10 N/A Equity (Common)
0.05%
$104.71 248,973
69 TTE TOTALENERGIES SE Since 2026-05-10 N/A Equity (Common)
0.04%
$83.08 1,147,464
70 TXRH TEXAS ROADHOUSE INC Since 2026-05-10 882681109 Equity (Common)
0.06%
$135.74 754,716
71 V VISA INC Since 2026-05-10 92826C839 Equity (Common)
1.31%
$2756.63 8,565,498
72 VRSK VERISK ANALYTICS INC Since 2026-05-10 92345Y106 Equity (Common)
0.29%
$602.28 2,769,627
73 VTR VENTAS INC Since 2026-05-10 92276F100 Equity (Common)
0.14%
$294.19 3,787,657
74 WCN WASTE CONNECTIONS INC Since 2026-05-10 94106B101 Equity (Common)
0.18%
$379.24 2,262,759
75 WELL WELLTOWER INC Since 2026-05-10 95040Q104 Equity (Common)
1.47%
$3110.87 16,515,575
76 YUM YUM! BRANDS INC Since 2026-05-10 988498101 Equity (Common)
0.64%
$1354.50 8,710,632
77 ZBH ZIMMER BIOMET HOLDINGS INC Since 2026-05-10 98956P102 Equity (Common)
0.16%
$337.21 3,872,902
78 EFX EQUIFAX INC Since 2026-05-10 294429105 Equity (Common)
0.10%
$215.87 1,071,846
79 EQH EQUITABLE HOLDINGS INC Since 2026-05-10 29452E101 Equity (Common)
0.11%
$223.91 4,825,683
80 EXR EXTRA SPACE STORAGE INC Since 2026-05-10 30225T102 Equity (Common)
0.05%
$100.98 731,902
81 FE FIRSTENERGY CORP Since 2026-05-10 337932107 Equity (Common)
0.48%
$1005.22 21,233,984
82 FITB FIFTH THIRD BANCORP Since 2026-05-10 316773100 Equity (Common)
0.07%
$152.05 3,027,607
83 HUM HUMANA INC Since 2026-05-10 444859102 Equity (Common)
0.08%
$162.12 830,534
84 ICE INTERCONTINENTAL EXCHANGE INC Since 2026-05-10 45866F104 Equity (Common)
0.07%
$152.15 875,532
85 IDXX IDEXX LABORATORIES INC Since 2026-05-10 45168D104 Equity (Common)
0.05%
$99.88 148,971
86 ILMN ILLUMINA INC Since 2026-05-10 452327109 Equity (Common)
0.13%
$275.14 1,900,000
87 IR INGERSOLL-RAND INC Since 2026-05-10 45687V106 Equity (Common)
0.32%
$683.09 7,934,577
88 ITT ITT INC Since 2026-05-10 45073V108 Equity (Common)
0.03%
$66.50 364,777
89 JCI JOHNSON CONTROLS INTERNATIONAL PLC Since 2026-05-10 N/A Equity (Common)
0.16%
$332.83 2,790,814
90 JPM JPMORGAN CHASE & CO Since 2026-05-10 46625H100 Equity (Common)
1.43%
$3021.05 9,876,276
91 KDP KEURIG DR PEPPER INC Since 2026-05-10 49271V100 Equity (Common)
0.65%
$1362.98 49,671,155
Frequently Asked Questions — WASHINGTON MUTUAL INVESTORS FUND
What type of mutual fund is WASHINGTON MUTUAL INVESTORS FUND?
WASHINGTON MUTUAL INVESTORS FUND is a SEC-registered Equity fund, with $211.1B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, WASHINGTON MUTUAL INVESTORS FUND holds 91 portfolio positions, all detailed in the holdings table on this page.
What are WASHINGTON MUTUAL INVESTORS FUND's assets under management (AUM)?
WASHINGTON MUTUAL INVESTORS FUND has $211.1B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are WASHINGTON MUTUAL INVESTORS FUND's top holdings?
According to WASHINGTON MUTUAL INVESTORS FUND's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include NIKE INC, KEYCORP, KKR & CO INC , among others. The complete list of all 91 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is WASHINGTON MUTUAL INVESTORS FUND's expense ratio?
Expense ratio data for WASHINGTON MUTUAL INVESTORS FUND is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find WASHINGTON MUTUAL INVESTORS FUND's SEC filings?
WASHINGTON MUTUAL INVESTORS FUND is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000104865. You can access all of WASHINGTON MUTUAL INVESTORS FUND's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000104865). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is WASHINGTON MUTUAL INVESTORS FUND's holdings data on StockSifting?
Holdings data for WASHINGTON MUTUAL INVESTORS FUND on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.