Morningstar® Investment Profile™ | Disclosure Statement Morningstar - Free Trial   American Funds Washington Mutual A  AWSHX   Snapshot Total Returns Rating & Risk Portfolio Nuts & Bolts Analyst Report Quote datadef_ratings American Funds Washington Mutual A  AWSHX   Morningstar Report Overall Morningstar Rating™ What is this? As of 2009-10-31 Out of Large Value Funds Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. Morningstar® Style Box™ What is this?    Large    Value       As of 2009-09-30 Day Change $ 0.06    NAV (2009-11-10) $ 24.17    YTD Return % (2009-11-10) 15.89%    Total Assets ($ mil) 47,716 View Data Definitions   Performance     Growth of $10,000 Fund: American Funds Washington Mutual A (from 1999-01-01 to 2009-10-31) Category: Large Value Index: S&P 500 TR Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2009-11-10 Inception date: 1952-07-31 10yr and Inception Returns as of 2009-10-31 YTD Returns as of 2009-11-10 YTD 1 Year 3 Year 5 Year 10 Year Since Inception Fund 18.00 33.65 -5.90 0.57 1.64 11.80 +/- Category 2.21 24.13 2.46 0.39 -0.31 --- +/- S&P 500 TR -7.20 -8.19 -0.30 -0.27 --- --- Standardized Annual Returns %   more on standardized returns Quarter-End (as of 2009-09-30) 4.30 -16.79 -8.29 -1.16 1.65 11.72 Month-End (as of 2009-10-31) 3.75 -1.21 -9.37 -1.30 1.04 11.69 After Tax Returns % (as of 2009-09-30 )   On Distribution --- -2.73 -10.62 -2.46 -0.35 --- On Distribution & Sale of Shares --- -0.50 -8.16 -1.46 0.33 --- Morningstar Rating --- --- --- # of compared funds covered (3 yrs : out of 1124 funds), (5 yrs : out of 934 funds), (10 yrs : out of 450 funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is 5.75%, the maximum deferred sales fee is none, and the maximum redemption sales fee is none. The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein.   Portfolio Profile     Sector Breakdown % Information 14.83 Software 1.41 Hardware 4.70 Media 0.44 Telecommunications 8.28 Service 32.52 Healthcare 14.25 Consumer Services 6.36 Business Services 4.09 Financial Services 7.81 Manufacturing 52.65 Consumer Goods 10.64 Industrial Materials 17.16 Energy 14.33 Utilities 10.52 Asset Allocation % of Net Assets Cash 0.8 Stocks 99.1 Bonds 0.1 Other 0.0 Foreign Stocks 5.6 (as a % of Assets) Data through 2009-09-30 Data through 2009-09-30 Holding Status Total Number of Stock Holdings 123 Turnover % 39 Total Number of Bond Holdings 2 30 Day SEC Yield % 2.72 % of Assets in Top 10 Holdings 31.93 ending as of 2009-09-30 View Data Definitions Top 10 Holdings Sector P/E YTD Return % % of Net Assets Chevron Corporation 6.34 10.04 4.89 AT&T, Inc. 13.19 -0.28 3.94 Verizon Communications Inc. 14.99 -2.11 3.76 Royal Dutch Shell PLC ADR B 6.04 23.10 3.64 Merck & Co., Inc. 8.35 23.55 3.24 Coca-Cola Company 18.18 31.37 2.61 McDonald's Corporation 16.53 5.31 2.52 Boeing Company 11.70 27.28 2.47 United Technologies 10.94 31.10 2.47 Abbott Laboratories 17.61 2.47 2.39 Data through 2009-09-30 YTD Return through 2009-11-23   Other Information Fund Inception: 1952-07-31 Portfolio Manager  (Start Date) James K. Dunton  (1978-06-01) Dunton is a senior vice president and director of Capital Research and Management Company, his employer since 1962. Previously, he was a senior vice president and vice chair of the investment committee at Capital Guardian Trust Company. Dunton is a Chartered Financial Analyst, a former chair of the Financial Analysts Federation, and present chair of the Association for Investment Management and Research. Robert G. O'Donnell  (1993-06-01) O'Donnell is vice chairman of the board, senior vice president, director, and portfolio manager with Capital Research and Management Company, his employer since July 1975. Previously, O'Donnell worked as a portfolio manager with American Express Investment Management Company. Alan N. Berro  (1998-06-01) Berro is senior vice president of Capital World Investors. He has been employed by Capital Research or its affiliates for over 17 years and has over 23 years of investment experience, 9 of which have been as a portfolio counselor for Capital Research’s Asset Allocation Fund. Gregory D. Johnson  (2004-06-22) Johnson is a senior vice president and portfolio manager with Capital Research and Management Company. Johnson has been working for CRMC since 1994. Mr.Johnson has over 14years of investment experience, all of which have been with Capital Research or its affiliates, and has been a portfolio counselor of the Master Fund for over 1year. James F. Rothenberg  (2007-07-01) Rothenberg is chairman of the board with Capital Research and Management Company. Rothenberg came to Capital Guardian Trust Company from Capital Research & Management in 1986. Rothenberg investment style is described as "bottom-up and research-driven". Rothenberg is a member of the Financial Analysts Federation and the Los Angeles Society of Financial Analysts. Ronald B. Morrow  (2008-07-30) Morrow is a senior vice president of Capital World Investors. he has been employed in the investment management area of Capital Research or its affiliates for the past 11 years. Eugene P. Stein  (2008-07-30) 'Eugene P. Stein is Vice Chairman, a portfolio manager, and Chairman of the Investment Committee of Capital Guardian Trust Company (CGTC). He manages U.S. and global equity portfolios and serves as Chairman of CGTC's Executive Committee. He also serves as Chairman of the North American Management Committee for Capital Group International, Inc. He is responsible for the coordination of our asset allocation decisions. Mr. Stein joined our organization in 1972 as a financial analyst and later became a portfolio manager. He is based in our Los Angeles office. Sales Charge % (taken from prospectus dated 2009-07-01) Front: 5.75 Deferred: None Expense Ratio % 0.65 based on net assets (taken from annual report dated 2009-04-30) Correspondence Information 333 Hope St-55th Fl Los Angeles,  CA  90071 United States Telephone: 800-421-0180 Data on this page does not include the fund's short positions (if any). Show Data Definitions © Copyright 2009 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. Past performance is no guarantee of future results. Returns will vary and shares may be worth more or less than their original cost when sold.