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

Fund Assets	143.61B
Expense Ratio	0.62%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	6.17
Dividend Yield	9.19%
Dividend Growth	76.85%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 19, 2024

Previous Close	64.82
YTD Return	4.21%
1-Year Return	19.88%
5-Year Return	79.37%
52-Week Low	58.85
52-Week High	66.08
Beta (5Y)	0.80
Holdings	190
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 19.88% in the past year. Since the fund's inception, the average annual return has been 8.73%, 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%
FMGKX	Fidelity	Fidelity Magellan Fund - Class K	0.40%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
RWMGX	R-6	0.27%
FWMIX	Class F-3	0.27%
RWMFX	Class R-5	0.32%
FWWMX	Class 529-f-3	0.33%

Top 10 Holdings

30.94% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	8.42%
Microsoft Corporation	MSFT	5.52%
UnitedHealth Group Incorporated	UNH	2.52%
Apple Inc.	AAPL	2.46%
Eli Lilly and Company	LLY	2.33%
Capital Group Central Cash Fund	n/a	2.29%
Philip Morris International Inc.	PM	2.24%
Marsh & McLennan Companies, Inc.	MMC	2.23%
JPMorgan Chase & Co.	JPM	1.60%
Comcast Corporation	CMCSA	1.33%

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