American Funds Washington Mutual Investors Fund

Shareclass
American Funds Washington Mutual A (AWSHX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Funds Washington Mutual Investors Fund

FUND COVERAGE
# of holdings179
% of assets97%
Score
56 / 100
Rank

82.1 percentile

Group: U.S. Large Cap Equity

Rank: #263 out of 1,462

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC ADR
         % of fund invested: 0.7%
         $USD invested: $1.4B
  • 2. Sanofi SA ADR
         % of fund invested: 0.19%
         $USD invested: $374.01M
  • 3. Procter & Gamble Co
         % of fund invested: 0.29%
         $USD invested: $588.44M
  • 4. Novo Nordisk AS ADR
         % of fund invested: 0.11%
         $USD invested: $229.15M
  • 5. Marriott International Inc Class A
         % of fund invested: 0.24%
         $USD invested: $472.22M
  • 6. Bank of America Corp
         % of fund invested: 0.91%
         $USD invested: $1.82B
  • 7. Rio Tinto PLC ADR
         % of fund invested: 0.08%
         $USD invested: $153.8M
  • 8. Welltower Inc
         % of fund invested: 1.2%
         $USD invested: $2.4B
  • 9. BAE Systems PLC ADR
         % of fund invested: 0.14%
         $USD invested: $288.32M
  • 10. Mondelez International Inc Class A
         % of fund invested: 0.45%
         $USD invested: $898.75M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Heico Corp
         % of fund invested: 0.13%
         $USD invested: $252.58M
  • 2. PACCAR Inc
         % of fund invested: 0.17%
         $USD invested: $342.51M
  • 3. Canadian Natural Resources Ltd
         % of fund invested: 0.47%
         $USD invested: $944.86M
  • 4. Blackstone Inc
         % of fund invested: 0.43%
         $USD invested: $859.76M
  • 5. The Carlyle Group Inc
         % of fund invested: 0.12%
         $USD invested: $241.29M
  • 6. NextEra Energy Inc
         % of fund invested: 0.07%
         $USD invested: $148.07M
  • 7. Broadcom Inc
         % of fund invested: 7.52%
         $USD invested: $15.03B
  • 8. Waste Connections Inc
         % of fund invested: 0.16%
         $USD invested: $322.02M
  • 9. Simon Property Group Inc
         % of fund invested: 0.13%
         $USD invested: $256.38M
  • 10. International Paper Co
         % of fund invested: 0.31%
         $USD invested: $619.81M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund American Funds Washington Mutual Investors Fund

Totals

Holdings
Assets
Weight
Prisons
12
$23.38B
12%
     Prisons high risk
2
$2.09B
1.05%
     Private prisons
0
$0
0%
Borders
17
$28.27B
14%
     Borders high risk
6
$8.83B
4.42%
Total
22
$32.27B
16%
Full fund results

Holdings — 22 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$12.6B
6.3%
Prisons
Borders :
$12.6B
6.3%
2.
RTX Corp
Borders
$3.06B
1.53%
Borders :
$3.06B
1.53%
3.
Northrop Grumman Corp
Borders
$2.43B
1.21%
Borders :
$2.43B
1.21%
4.
Alphabet Inc Class C
Prisons
Borders
$1.8B
0.9%
Prisons
Borders :
$1.8B
0.9%
5.
Alphabet Inc Class A
Prisons
Borders
$1.36B
0.68%
Prisons
Borders :
$1.36B
0.68%
6.
Yum Brands Inc
Prisons
$1.35B
0.67%
Prisons
$1.35B
0.67%
7.
Amazon.com Inc
Prisons
Borders
$1.34B
0.67%
Prisons
Borders :
$1.34B
0.67%
8.
Motorola Solutions Inc
Prisons
Borders
$1.08B
0.54%
Prisons
Borders :
$1.08B
0.54%
9.
3M Co
Prisons
$1.04B
0.52%
Prisons
$1.04B
0.52%
10.
Citizens Financial Group Inc
Prisons
Borders
$1.02B
0.51%
Prisons
Borders :
$1.02B
0.51%
More from Invest Your Values
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