Washington mutual investors fund holdings

    • [PDF File]A Guide for Investors - SEC

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      ETF and mutual fund shares traded through a broker are required to settle in two business days. Costs Despite Negative Returns. Investors in mutual funds must pay sales charges, annual fees, management fees and other expenses (discussed on pages 24–32), regardless of how the mutual fund performs. Investors may also have to


    • [PDF File]American Funds Washington Mutual Investors Fund Class R-5E

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      American Funds Washington Mutual Investors Fund Class R-5E: A Mutual Fund Third Quarter 2021 Fund Fact Sheet - Page 3 12b-1 Fee An annual marketing or distribution fee on a mutual fund. The 12b-1 fee is considered an operational expense and, as such, is included in a fund's expense ratio. It is generally between 0.25-1% (the maximum allowed) of ...


    • [PDF File]Mutual Funds: A Guide for Investors - GPO

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      ments. The combined holdings the mutual fund owns are known as its portfolio. Each share represents an investor’s proportionate ownership of the fund’s holdings and the income those holdings generate. Legally known as an “open-end company,” a mutual fund is one of three basic types of investment companies.


    • [PDF File]What Do Mutual Fund Investors Really Care About?

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      of the mutual funds typically studied in the academic literature. 1 Agarwal, Green, and Ren (2018a) and Blocher and Molyboga (2018) applied these empirical methods in the hedge fund space. 2Academic studies have found that mutual fund investors prefer funds that report holdings of recent win-


    • [PDF File]American Funds® IS Washington Mutual Class

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      American Funds® IS Washington Mutual Investors Fund Available through Pacific Life Variable Annuity Products Benchmark: S&P 500 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQQ Above Average Average Out of 7401 Large Value VA subaccounts. An investment's overall Morningstar Rating, based on its risk-


    • [PDF File]American Funds® Washington Mutual Investors FundSM - Class R-6

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      American Funds® Washington Mutual Investors FundSM ... from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are ... Top 10 Holdings as of 09-30-21 % Assets Microsoft Corp 5.85 Broadcom Inc 5.02 Comcast Corp Class A 4.26


    • [PDF File]The Small World of Investing: Board Connections and Mutual ...

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      higher returns on their local holdings (Coval and Moskowitz 2001), suggesting a link between geographic proximity and information trans-mission.4 We add to this list by exploring educational connections be-tween board members and mutual fund managers and, in doing so, identify another channel through which fund managers achieve supe-rior returns.


    • [PDF File]American Funds Washington Mutual Investors Fund Class R-6

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      American Funds Washington Mutual Investors Fund Class R-6 A Mutual Fund Third Quarter 2021 Fund Fact Sheet - Page 3 ratio indicates that the stocks in a portfolio are not highly-valued relative to the market. Growth-oriented investments tend to have higher P/E ratios than value-oriented investments as investors


    • [PDF File]Finance and Economics Discussion Series Divisions of ...

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      that could induce portfolio managers to adjust a fund’s holdings in light of unexpected news, and could also generate unexpected fund ows driven by investors’ decisions to change their exposure to the assets held by the fund. Of note, the literature supports the view that unexpected macro news generates ows into and out of mutual funds.


    • [PDF File]Mutual Funds and ETFs - Washington State Department of ...

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      fund shares. reinvesting earnings is a critical element in any long-term investment plan. For all these reasons, mutual funds are one of the best vehicles for achieving long-term goals. According to the Investment company Institute (IcI), the fund industry’s trade group, more than 44% of American households own mutual funds. As investors,


    • [PDF File]Fund Valuation Under the SEC’s New Fair Value Rule

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      2 Open-end funds, which include mutual funds and ETFs, value their portfolios each business day, from which they calculate the NAVs used to process daily purchases and redemptions by fund shareholders. Closed-end funds and BDCs must periodically value each of their portfolio holdings, with most closed-end funds choosing to do so every business day.


    • [PDF File]Testimony of Keith Johnson Former President of Clayton ...

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      Former President of Clayton Holdings, Inc. and Former President of Washington Mutual’s Long Beach Mortgage Before the Financial Crisis Inquiry Commission September 23, 2010 Chairman Angelides, Vice-Chairman Thomas, and Members of the Commission, my name is Keith Johnson. I have been in the financial services and banking industry for 30 years.


    • [PDF File]American Funds® Washington Mutual Investors FundSM - Class R-2

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      American Funds® Washington Mutual Investors FundSM ... from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are ... Top 10 Holdings as of 09-30-21 % Assets Microsoft Corp 5.85 Broadcom Inc 5.02 Comcast Corp Class A 4.26


    • [PDF File]Mutual Fund Investors’ Views on Shareholder Reports (pdf)

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      Mutual Fund Investors’ Experience with Current Shareholder Reports Th e survey fi rst asked mutual fund investors whether they recall receiving shareholder reports and questioned those who did about their readership and ease of understanding. Specifi cally, » 81 percent of mutual fund investors surveyed recall receiving shareholder reports;


    • [PDF File]inancial D iScloSure eport

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      American Funds Washington Mutual Investors Fund-A (AWsHX) [MF] JT $1,001 - $15,000 Capital Gains, Dividends $201 - $1,000 $1 - $200 Co-op Credit Union [BA] JT $15,001 - $50,000 Interest $201 - $1,000 $201 - $1,000 Ecowash Pressure Washing, LLC [oL] DC $15,001 - $50,000 None LoCATIoN: Madison, WI, Us DEsCRIPTIoN: Pressure-washing business


    • [PDF File]American Washington Investors Mutual R6 Fact Sheet

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      Washington Mutual Investors FundSM RWMGX Class R-6 shares Growth-and-income fund 3Q Fact Sheet Data as of September 30, 2019 Began operations: July 31, 1952 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.


    • [PDF File]American Funds Washington Mutual Investors Fund

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      American Funds Washington Mutual Investors Fund Domestic stock fund|Class R6 Fund facts †Risk level Low High Total net assets ‡Gross expense as of 07/01/21 §Net expense as of 07/01/21 Ticker symbol Turnover rate Inception date Fund number 12345 $36,203 MM 0.27 % 0.27 % RWMGX 24.00 % 05/01/09 6118 Investment objective


    • Holdings-based Fund Performance Measures: Estimation and ...

      investors might have preferences over. We run regressions of funds’ Average Alpha Effects on fund size, dividend yield, age, turnover, expense ratio, the average market capitalization of the fund’s holdings and an indicator for an aggressive growth style. We also include a measure of


    • Annual Report Washington Mutual Investors Fund

      Washington Mutual Investors Fund À les a complete list of its portfolio holdings with the SEC for the À rst and third quarters of each À scal year on Form N-Q. This À ling is available free of charge on the SEC website. You may also review or, for a fee, copy this À ling at the SEC’s Public Reference Room in Washington, DC (800/SEC-0330).


    • American Funds Insurance Series Washington Mutual ...

      American Funds Insurance Series® Washington Mutual Investors FundSM American Funds Insurance Series® Washington Mutual Investors FundSM Information as of 09/30/2021 Description: The fund’s objective is to produce income exceeding the average yield on U.S. stocks generally and to provide an opportunity for


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