American Funds Washington Mutual Investors Fund Class 529-A (CWMAX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
62.79
+0.49 (0.79%)
Jan 17, 2025, 8:00 PM EST
10.68% (1Y)
| Fund Assets | 141.02B |
| Expense Ratio | 0.62% |
| Min. Investment | $250 |
| Turnover | n/a |
| Dividend (ttm) | 6.17 |
| Dividend Yield | 9.48% |
| Dividend Growth | 76.85% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Dec 19, 2024 |
| Previous Close | 62.30 |
| YTD Return | 2.33% |
| 1-Year Return | 22.35% |
| 5-Year Return | 77.12% |
| 52-Week Low | 57.51 |
| 52-Week High | 66.08 |
| Beta (5Y) | 0.80 |
| Holdings | 197 |
| 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
Index S&P 500 TR
Performance
CWMAX had a total return of 22.35% in the past year. Since the fund's inception, the average annual return has been 8.68%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FALCX | Fidelity | Strategic Advisers Large Cap Fund | 0.24% |
Top 10 Holdings
30.66% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.27% |
| Microsoft Corporation | MSFT | 5.33% |
| CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 3.19% |
| UnitedHealth Group Incorporated | UNH | 2.91% |
| Eli Lilly and Company | LLY | 2.70% |
| Philip Morris International Inc. | PM | 2.49% |
| Marsh & McLennan Companies, Inc. | MMC | 2.28% |
| Apple Inc. | AAPL | 2.22% |
| AbbVie Inc. | ABBV | 1.67% |
| JPMorgan Chase & Co. | JPM | 1.60% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Sep 13, 2023 | $0.2001 | Sep 14, 2023 |