American Funds Washington Mutual 529-A (CWMAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

69.47

+0.39 (0.56%)

At close: Nov 11, 2026

Fund Assets	217.31B
Expense Ratio	0.605%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	0.86
Dividend Yield	1.24%
Dividend Growth	1.75%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 16, 2026

Previous Close	69.08
YTD Return	12.15%
1-Year Return	14.17%
5-Year Return	73.66%
52-Week Low	61.34
52-Week High	69.64
Beta (5Y)	0.91
Holdings	191
Inception Date	Jul 31, 1952

About CWMAX

This fund primarily allocates its capital to the common shares of well-established companies. These companies are typically either listed on or meet the financial criteria for the New York Stock Exchange, and they boast a robust history of earnings growth and consistent dividend payments. The fund's investment advisor endeavors to construct and maintain a consistently invested and broadly diversified portfolio, predominantly composed of high-quality equity securities.

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 14.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.12%.

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	0.56%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.54%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity I	0.57%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity M	1.05%
FEQZX	Fidelity	Fidelity Advisor Hedged Equity Z	0.49%

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

30.83% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.12%
Microsoft Corporation	MSFT	5.54%
Apple Inc.	AAPL	3.79%
Philip Morris International Inc.	PM	3.77%
Capital Group Central Cash Fund	n/a	2.93%
Eli Lilly and Company	LLY	1.88%
Welltower Inc.	WELL	1.78%
Alphabet Inc.	GOOGL	1.75%
Marsh & McLennan Companies, Inc.	MRSH	1.65%
Bank of America Corporation	BAC	1.63%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 16, 2026	$0.1985	Sep 17, 2026
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

Full Dividend History