AWSHX bars tobacco, alcohol, and gambling companies from its portfolio yet delivered a 17% one-year return and 239% gain over ten years.
KO and JPM exemplify qualifying holdings, with Coca-Cola's quarterly dividend tripling since 1999 and JPMorgan trading near 15 times earnings.
At 0.55% annually, AWSHX costs roughly 10 times more than an S&P 500 index fund, a gap that compounds meaningfully over decades.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Most mutual funds will buy anything their strategy can justify. Washington Mutual Investors Fund (NASDAQ:AWSHX) will not. The fund operates under a set of eligibility rules that flatly disqualify certain companies from the portfolio, regardless of price, momentum, or story. That constraint is the entire point of the product.
#Companies #jpmorgan
KO and JPM exemplify qualifying holdings, with Coca-Cola's quarterly dividend tripling since 1999 and JPMorgan trading near 15 times earnings.
At 0.55% annually, AWSHX costs roughly 10 times more than an S&P 500 index fund, a gap that compounds meaningfully over decades.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Most mutual funds will buy anything their strategy can justify. Washington Mutual Investors Fund (NASDAQ:AWSHX) will not. The fund operates under a set of eligibility rules that flatly disqualify certain companies from the portfolio, regardless of price, momentum, or story. That constraint is the entire point of the product.
#Companies #jpmorgan
5 days ago
