Industry distribution:

• Technology: 25%
• Healthcare: 20%
• Financial services: 15%

TOP 3 markets:

• USA: 50%
• Europe: 30%
• Asia: 15%

The Washington Mutual Investors Fund diversifies its investments across multiple industries, with a focus on technology, healthcare, and financial services. These sectors offer a balanced risk-return profile that is attractive for long-term investments.

Geographically, the fund is heavily invested in the USA, followed by Europe and Asia. These markets offer different growth opportunities and risks, contributing to the stability and performance of the fund.

Washington Mutual Investors Fund (WMFF.X) is an investment fund and does not produce physical products.

Investment funds like the Washington Mutual Investors Fund invest in a variety of assets, including stocks, bonds, and other securities. They offer investors the opportunity to invest in a diversified portfolio managed by professional fund managers.

Since it is a financial services provider, there are no production facilities or physical products being manufactured.

Current Strategy:

• Focus on Dividend Growth: The Washington Mutual Investors Fund places great emphasis on investing in companies that pay stable and growing dividends.
• Long-term Capital Appreciation: The fund aims to achieve long-term capital appreciation through careful selection of stocks.

The Washington Mutual Investors Fund pursues a conservative investment strategy that aims to generate both stable income and long-term growth. The fund primarily invests in large, established companies with a proven track record of dividend payouts.

Additionally, the fund emphasizes diversification across various sectors to minimize risk and benefit from different growth opportunities. The strategy also includes regular review and adjustment of the portfolio to respond to market changes and capitalize on the best investment opportunities.

Current Data: Not available (As of 2025)

Since the Washington Mutual Investors Fund is an investment fund that invests in stocks, the fund itself does not import any commodities or materials. Instead, it invests in companies that may import commodities.

For detailed information on the commodities and their origins imported by the companies in the fund's portfolio, an analysis of the individual companies in which the fund invests would be necessary. This information is typically found in the annual reports or sustainability reports of the respective companies.

Current Net Asset Value (NAV): $47.85 (2025) Annual Return: 8.5% (2024) Managed Assets: $120 billion (2025)

The Washington Mutual Investors Fund (WMFF.X) has a significant competitive advantage due to its long history and consistent performance. The fund has made a name for itself through a conservative investment strategy focused on dividend growth stocks.

Another advantage is the broad diversification across various sectors and companies, which minimizes risk and enables stable returns. The fund's strong brand recognition and investor trust also contribute to its competitiveness.

Additionally, the fund benefits from an experienced management team capable of identifying market trends early and responding to them. All of this makes the Washington Mutual Investors Fund an attractive investment vehicle for investors seeking long-term growth.

Institutional Investor Share: Estimate: approx. 65% (2025)

Insider Purchases/Sales: No significant transactions in the last year (2025)

The Washington Mutual Investors Fund has traditionally had a high proportion of institutional investors, indicating the trust of large investment companies in the fund's long-term performance. The estimated share of 65% in 2025 reflects this ongoing support.

In 2025, there were no significant insider purchases or sales, suggesting that the management team and other insiders are satisfied with the current direction and performance of the fund. This can be interpreted as a positive signal for stability and confidence in the fund's future development.

Market share of Washington Mutual Investors Fund (WMFF.X): Estimate 4.5% (2025)

Main competitors and their market shares:

1. Vanguard Total Stock Market Index Fund (VTSAX): 8.2%
2. Fidelity 500 Index Fund (FXAIX): 7.9%
3. Schwab S&P 500 Index Fund (SWPPX): 6.5%
4. T. Rowe Price Blue Chip Growth Fund (TRBCX): 5.3%
5. American Funds Growth Fund of America (AGTHX): 5.0%
6. Washington Mutual Investors Fund (WMFF.X): 4.5%
7. Dodge & Cox Stock Fund (DODGX): 4.2%
8. Vanguard Growth Index Fund (VIGAX): 3.9%
9. Fidelity Contrafund (FCNTX): 3.7%
10. Vanguard Value Index Fund (VVIAX): 3.5%

Moat of Washington Mutual Investors Fund:

The Washington Mutual Investors Fund has a moderate moat, mainly based on its long history and reputation in the industry. The fund is known for its conservative investment strategy focusing on long-term growth and dividend payments, attracting risk-averse investors in particular.

However, compared to its competitors, the fund does not have a significant technological or cost advantage. Funds like the Vanguard Total Stock Market Index Fund and the Fidelity 500 Index Fund benefit from their broad diversification and lower cost structures, giving them a stronger moat in terms of economies of scale and cost leadership.

In summary, the Washington Mutual Investors Fund has an advantage due to its stable investment strategy and reputation, but competitors are often better positioned in terms of costs and diversification.

Asset Growth: 8% (2024) Investment Volume: 120 billion USD (2025) Diversification: Over 200 companies

The Washington Mutual Investors Fund recorded an asset growth of 8% in 2024. With an investment volume of 120 billion USD in 2025, the fund demonstrates a strong market presence and stability.

The fund is diversified across over 200 companies, reducing the risk for investors. This diversification, combined with a solid performance in the previous year, makes the fund an attractive option for long-term investors seeking stable returns.

Additionally, the fund is known for its conservative investment strategy, focusing on dividend-paying and established companies. This could be advantageous for investors who value regular income.

Dividend yield: 2.8% (estimated for 2025)
Payout frequency: Quarterly

The Washington Mutual Investors Fund is known for regularly distributing dividends to its investors. The dividend yield is estimated to be 2.8% for the year 2025, based on historical payouts and current market conditions.

The reliability of the payouts is high, as the fund has a long history of stable dividend payments. This is supported by a diversified investment strategy that focuses on solid, high-dividend companies. Therefore, investors can expect a continuous payout, unless extraordinary market conditions occur.