American Funds Washington Mutual Investors Fund Class 529-A (CWMAX)
| Fund Assets | 199.40B |
| Expense Ratio | 0.62% |
| Min. Investment | $250 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.55 |
| Dividend Yield | 9.48% |
| Dividend Growth | 6.11% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | n/a |
| Previous Close | 66.69 |
| YTD Return | 2.99% |
| 1-Year Return | 22.80% |
| 5-Year Return | 75.99% |
| 52-Week Low | 60.25 |
| 52-Week High | 68.99 |
| Beta (5Y) | n/a |
| Holdings | 190 |
| Inception Date | Feb 15, 2002 |
About CWMAX
American Funds Washington Mutual Investors Fund 529A is a large blend mutual fund designed to produce income and capitalize on growth opportunities. It primarily invests in common stocks of established, high-quality companies. The fund is diversified across various sectors, with significant holdings in information technology, financial services, healthcare, and industrials. It maintains a low-risk profile, aiming to limit market volatility impacts. With a long history dating back to 1952, this fund has played a significant role in the financial market by offering a disciplined approach to growth-and-income investing. Its strategic investment philosophy has helped it navigate diverse market conditions effectively.
Performance
CWMAX had a total return of 22.80% in the past year. Since the fund's inception, the average annual return has been 8.95%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FMGKX | Fidelity | Fidelity Magellan Fund - Class K | 0.40% |
| FMAGX | Fidelity | Fidelity Magellan Fund | 0.47% |
| FEQDX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class C | 1.55% |
| FEQNX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class M | 1.05% |
| FEQJX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class I | 0.55% |
Top 10 Holdings
28.43% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 5.99% |
| Microsoft Corporation | MSFT | 4.57% |
| Philip Morris International Inc. | PM | 3.70% |
| Capital Group Central Cash Fund | n/a | 3.35% |
| Apple Inc. | AAPL | 2.44% |
| Marsh & McLennan Companies, Inc. | MRSH | 1.74% |
| Eli Lilly and Company | LLY | 1.73% |
| Welltower Inc. | WELL | 1.68% |
| RTX Corporation | RTX | 1.62% |
| Northrop Grumman Corporation | NOC | 1.60% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 18, 2026 | $0.1996 | Mar 19, 2026 |
| Dec 18, 2025 | $3.2369 | Dec 19, 2025 |
| Sep 17, 2025 | $0.2001 | Sep 18, 2025 |
| Jun 11, 2025 | $2.9131 | Jun 12, 2025 |
| Mar 12, 2025 | $0.2013 | Mar 13, 2025 |
| Dec 19, 2024 | $2.8001 | Dec 20, 2024 |