American Funds Washington Mutual 529A (CWMAX)
| Fund Assets | 218.08B |
| Expense Ratio | 0.58% |
| Min. Investment | $250 |
| Turnover | 29.00% |
| Dividend (ttm) | 6.43 |
| Dividend Yield | 9.24% |
| Dividend Growth | 5.23% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 16, 2026 |
| Previous Close | 67.15 |
| YTD Return | 7.99% |
| 1-Year Return | 15.46% |
| 5-Year Return | 78.50% |
| 52-Week Low | 61.34 |
| 52-Week High | 68.99 |
| Beta (5Y) | 0.91 |
| Holdings | 200 |
| 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.
Performance
CWMAX had a total return of 15.46% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.08%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
29.95% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 7.49% |
| Microsoft Corporation | MSFT | 4.64% |
| Philip Morris International Inc. | PM | 3.45% |
| CAPITAL GROUP CENTRAL CASH FUND | CMQXX | 3.36% |
| Apple Inc. | AAPL | 2.42% |
| Alphabet Inc. | GOOGL | 2.02% |
| Welltower Inc. | WELL | 1.71% |
| NVIDIA Corporation | NVDA | 1.64% |
| Eli Lilly and Company | LLY | 1.63% |
| Bank of America Corporation | BAC | 1.60% |
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 |