American Funds Washington Mutual 529-A (CWMAX)

Fund Assets	217.88B
Expense Ratio	0.58%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	6.43
Dividend Yield	9.03%
Dividend Growth	5.23%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 16, 2026

Previous Close	68.72
YTD Return	10.51%
1-Year Return	15.94%
5-Year Return	80.58%
52-Week Low	61.34
52-Week High	69.56
Beta (5Y)	0.91
Holdings	197
Inception Date	Feb 15, 2002

About CWMAX

American Funds Washington Mutual Investors Fund 529A is a large blend mutual fund designed to produce income and capitalize on growth opportunities. It primarily invests in common stocks of established, high-quality companies. The fund is diversified across various sectors, with significant holdings in information technology, financial services, healthcare, and industrials. It maintains a low-risk profile, aiming to limit market volatility impacts. With a long history dating back to 1952, this fund has played a significant role in the financial market by offering a disciplined approach to growth-and-income investing. Its strategic investment philosophy has helped it navigate diverse market conditions effectively.

• Fund Family: Capital Group
• Category: Large Value
• Performance Rating: High
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CWMAX
• Share Class: Class 529-a
• Index: S&P 500 TR

Performance

CWMAX had a total return of 15.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.14%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FMGKX	Fidelity	Fidelity Magellan K	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class C	1.55%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class M	1.05%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class I	0.55%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
FWMIX	Class F-3	0.26%
RWMGX	R-6	0.26%
FWWMX	Class 529-f-3	0.31%
RWMFX	Class R-5	0.31%

Top 10 Holdings

29.69% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.41%
Microsoft Corporation	MSFT	3.93%
Philip Morris International Inc.	PM	3.67%
Apple Inc.	AAPL	3.12%
Capital Group Central Cash Fund	n/a	2.82%
KLA Corporation	KLAC	2.53%
Eli Lilly and Company	LLY	2.05%
Welltower Inc.	WELL	1.75%
Alphabet Inc.	GOOGL	1.74%
UnitedHealth Group Incorporated	UNH	1.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 16, 2026	$2.7959	Jun 17, 2026
Mar 18, 2026	$0.1996	Mar 19, 2026
Dec 18, 2025	$3.2369	Dec 19, 2025
Sep 17, 2025	$0.2001	Sep 18, 2025
Jun 11, 2025	$2.9131	Jun 12, 2025
Mar 12, 2025	$0.2013	Mar 13, 2025

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 19, 2026

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