Fossil fuel companiesare fueling the climate crisis.


American Funds Washington Mutual Investors Fund

Shareclass
American Funds Washington Mutual A (AWSHX)
Type
Open-end mutual fund
Fossil fuel exposure of 9.83% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Canadian Natural Resources Ltd
Carbon Underground 200Top 200 carbon reserves
$1.27 BILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$1.15 BILLION
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$1.08 BILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$1.04 BILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$774.26 MILLION
FirstEnergy Corp
Carbon Underground 200Top 200 carbon reserves
$562.34 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
7
holdings
$6.25B
invested
3.71%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
3
holdings
$1.98B
invested
1.18%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
18
holdings
$12.86B
invested
7.65%
of portfolio
Utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1
holdings
$472.32M
invested
0.28%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
9
holdings
$4.75B
invested
2.82%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
23 holdings
23 holdings
  • 1. Constellation Energy Corp
    Fossil-fired utility
    $1.59B
    0.95%
  • 2. Canadian Natural Resources Ltd
    Carbon Underground 200Oil/gas industry
    $1.27B
    0.76%
  • 3. Sempra
    Oil/gas industryFossil-fired utility
    $1.22B
    0.72%
  • 4. Halliburton Co
    Oil/gas industry
    $1.2B
    0.71%
  • 5. CSX Corp
    Coal industry
    $1.17B
    0.7%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
American Funds Washington Mutual Investors Fund $AWSHX is 9.83% ($16.53 BILLION) invested in fossil fuel stocks
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on AWSHX at Morningstar.com
Current fund
AWSHX
American Funds Washington Mutual Investors Fund
Family
American Funds/Capital Group
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.48% less in annualized returns
More invested in fossil fuels 
1.18% more invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
15 points lower
Less invested in Clean200 
5.16% less invested
Current fund
AWSHX
American Funds Washington Mutual Investors Fund
Family
American Funds/Capital Group
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.48% less in annualized returns
More invested in fossil fuels 
1.18% more invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
15 points lower
Less invested in Clean200 
5.16% less invested
Current fund
AWSHX
American Funds Washington Mutual Investors Fund
Family
American Funds/Capital Group
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-1.48% less in annualized returns
More invested in fossil fuels 
1.18% more invested
Lower fossil finance risk score 
0 points lower
Lower fossil insurance risk score 
15 points lower
Less invested in Clean200 
5.16% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
AWSHX - American Funds Washington Mutual Investors Fund
15%
12%
12%
11%
9.83% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
8.65% 
Fund compared to benchmark
 
-5.63%
1.07%
-2.08%
-1.48%
1.18%  higher
Find more financial data on AWSHX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find sustainable funds that are A-grade fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco


We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2024 As You Sow. All rights reserved.
Main Post Office, PO Box 751, Berkeley, CA 94701

Connect with As You Sow

Contact us      

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer