American Funds Washington Mutual Investors Fund Class 529-A (CWMAX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
63.36
-0.05 (-0.08%)
Nov 4, 2024, 8:05 AM EST
21.92% (1Y)
| Fund Assets | 192.48B |
| Expense Ratio | 0.62% |
| Min. Investment | $250 |
| Turnover | 31.00% |
| Dividend (ttm) | 4.92 |
| Dividend Yield | 7.49% |
| Dividend Growth | 59.39% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Sep 18, 2024 |
| Previous Close | 63.41 |
| YTD Return | 17.41% |
| 1-Year Return | 32.35% |
| 5-Year Return | 83.60% |
| 52-Week Low | 53.36 |
| 52-Week High | 65.33 |
| Beta (5Y) | 0.82 |
| Holdings | 185 |
| 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.
Fund Family American Funds
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 32.35% in the past year. Since the fund's inception, the average annual return has been 8.59%, including dividends.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLCEX | Fidelity | Fidelity® Large Cap Core Enhanced Index Fund | 0.39% |
Top 10 Holdings
30.64% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 6.27% |
| Microsoft Corporation | MSFT | 5.55% |
| Capital Group Central Cash Fund | n/a | 3.17% |
| UnitedHealth Group Incorporated | UNH | 3.00% |
| Eli Lilly and Company | LLY | 2.77% |
| Marsh & McLennan Companies, Inc. | MMC | 2.29% |
| Apple Inc. | AAPL | 2.25% |
| Philip Morris International Inc. | PM | 2.20% |
| AbbVie Inc. | ABBV | 1.59% |
| JPMorgan Chase & Co. | JPM | 1.54% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Jun 14, 2023 | $1.5439 | Jun 15, 2023 |