American Funds Washington Mutual Investors Fund 4 (LP40202195)
17.65
-0.01
(-0.06%)
USD |
Aug 25 2026
LP40202195 Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 2.63% |
| Stock | 95.90% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 1.10% |
| Other | 0.37% |
Market Capitalization
As of June 30, 2026
| Large | 78.24% |
| Mid | 17.83% |
| Small | 3.92% |
Region Exposure
| Americas | 90.75% |
|---|---|
|
North America
|
90.75% |
| Canada | 1.08% |
| United States | 89.67% |
|
Latin America
|
0.00% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.52% |
|---|---|
| United Kingdom | 2.13% |
|
Europe Developed
|
3.39% |
| Denmark | 0.12% |
| France | 0.04% |
| Germany | 0.52% |
| Ireland | 0.63% |
| Netherlands | 1.59% |
| Switzerland | 0.50% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.12% |
|---|---|
| Japan | 0.04% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 3.61% |
|---|
Stock Sector Exposure
| Cyclical |
|
27.41% |
| Materials |
|
2.45% |
| Consumer Discretionary |
|
6.87% |
| Financials |
|
14.70% |
| Real Estate |
|
3.39% |
| Sensitive |
|
44.43% |
| Communication Services |
|
5.05% |
| Energy |
|
3.58% |
| Industrials |
|
12.54% |
| Information Technology |
|
23.25% |
| Defensive |
|
24.82% |
| Consumer Staples |
|
9.06% |
| Health Care |
|
12.33% |
| Utilities |
|
3.44% |
| Not Classified |
|
0.70% |
| Non Classified Equity |
|
0.70% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |