American Funds Washington Mutual Investors Fund Class 529-A (CWMAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
64.28
-0.47 (-0.73%)
Aug 1, 2025, 8:05 AM EDT
-0.73%
Fund Assets199.97B
Expense Ratio0.62%
Min. Investment$250
Turnover29.00%
Dividend (ttm)6.11
Dividend Yield9.11%
Dividend Growth24.30%
Payout FrequencyQuarterly
Ex-Dividend Daten/a
Previous Close64.75
YTD Return10.03%
1-Year Return14.41%
5-Year Return105.69%
52-Week Low55.31
52-Week High66.08
Beta (5Y)0.80
Holdings181
Inception DateFeb 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
Stock Exchange NASDAQ
Ticker Symbol CWMAX
Share Class Class 529-a
Index S&P 500 TR

Performance

CWMAX had a total return of 14.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.81%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FALCXFidelityFidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund0.24%
FLCEXFidelityFidelity Large Cap Core Enhanced Index Fund0.39%
FMGKXFidelityFidelity Magellan Fund - Class K0.40%
FMAGXFidelityFidelity Magellan Fund0.47%
FEQDXFidelityFidelity Advisor Hedged Equity Fund - Class C1.55%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
FWMIXClass F-30.27%
RWMGXR-60.27%
RWMFXClass R-50.32%
FWWMXClass 529-f-30.33%

Top 10 Holdings

31.53% of assets
NameSymbolWeight
Broadcom Inc.AVGO7.52%
Microsoft CorporationMSFT6.30%
Philip Morris International Inc.PM3.79%
Capital Group Central Cash Fundn/a3.11%
Marsh & McLennan Companies, Inc.MMC2.14%
Eli Lilly and CompanyLLY1.93%
NVIDIA CorporationNVDA1.86%
Apple Inc.AAPL1.69%
JPMorgan Chase & Co.JPM1.66%
RTX CorporationRTX1.53%

Dividend History

Ex-DividendAmountPay Date
Jun 11, 2025$2.9131Jun 12, 2025
Mar 12, 2025$0.2013Mar 13, 2025
Dec 19, 2024$2.8001Dec 20, 2024
Sep 18, 2024$0.1985Sep 19, 2024
Jun 12, 2024$2.9729Jun 13, 2024
Mar 13, 2024$0.1995Mar 14, 2024
Full Dividend History