American Funds Washington Mutual Investors Fund Class 529-A (CWMAX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
61.44
-0.16 (-0.26%)
May 12, 2025, 8:05 AM EDT
0.00% (1Y)
| Fund Assets | 137.99B |
| Expense Ratio | 0.62% |
| Min. Investment | $250 |
| Turnover | n/a |
| Dividend (ttm) | 6.17 |
| Dividend Yield | 9.69% |
| Dividend Growth | 76.93% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 12, 2025 |
| Previous Close | 61.60 |
| YTD Return | 0.46% |
| 1-Year Return | 10.55% |
| 5-Year Return | 102.09% |
| 52-Week Low | 55.31 |
| 52-Week High | 66.08 |
| Beta (5Y) | 0.81 |
| Holdings | 186 |
| Inception Date | Feb 15, 2002 |
About CWMAX
The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.
Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CWMAX
Share Class Class 529-a
Index S&P 500 TR
Performance
CWMAX had a total return of 10.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.48%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FALCX | Fidelity | Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund | 0.24% |
| FLCEX | Fidelity | Fidelity Large Cap Core Enhanced Index Fund | 0.39% |
| 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% |
Top 10 Holdings
29.68% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 5.29% |
| Microsoft Corporation | MSFT | 5.10% |
| Philip Morris International Inc. | PM | 3.68% |
| UnitedHealth Group Incorporated | UNH | 2.70% |
| Capital Group Central Cash Fund | n/a | 2.65% |
| Marsh & McLennan Companies, Inc. | MMC | 2.55% |
| Apple Inc. | AAPL | 2.47% |
| Eli Lilly and Company | LLY | 2.22% |
| JPMorgan Chase & Co. | JPM | 1.56% |
| Visa Inc. | V | 1.48% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 12, 2025 | $0.2013 | Mar 13, 2025 |
| Dec 19, 2024 | $2.8001 | Dec 20, 2024 |
| Sep 18, 2024 | $0.1985 | Sep 19, 2024 |
| Jun 12, 2024 | $2.9729 | Jun 13, 2024 |
| Mar 13, 2024 | $0.1995 | Mar 14, 2024 |
| Dec 15, 2023 | $1.5454 | Dec 18, 2023 |