American Funds Washington Mutual Investors Fund Class 529-C (CWMCX)
| Fund Assets | 219.02B |
| Expense Ratio | 1.36% |
| Min. Investment | $250 |
| Turnover | 32.00% |
| Dividend (ttm) | 5.91 |
| Dividend Yield | 8.84% |
| Dividend Growth | 5.12% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Jun 16, 2026 |
| Previous Close | 66.94 |
| YTD Return | 9.10% |
| 1-Year Return | 14.23% |
| 5-Year Return | 73.11% |
| 52-Week Low | 60.89 |
| 52-Week High | 68.40 |
| Beta (5Y) | 0.91 |
| Holdings | 197 |
| Inception Date | Feb 15, 2002 |
About CWMCX
The American Funds Washington Mutual Investors Fund 529C is an actively managed mutual fund designed for long-term growth and income through investment in high-quality U.S. and selected foreign equities. Its primary objective is to provide investors—particularly those saving for education through 529 plans—with a disciplined approach to equity investing that balances income generation and capital appreciation. The fund typically maintains a large blend portfolio, investing across a broad spectrum of sectors, with significant allocations to information technology, financials, health care, and consumer staples, among others. Originating from a legacy of quality-focused criteria established post-Great Depression, the fund invests predominantly in large-cap companies that meet strict standards for trustworthiness and financial strength. Managed by a team of experienced professionals, it holds positions in industry-leading firms such as Broadcom, Microsoft, and Apple. With a long-standing track record, the fund is recognized for its resilience across market cycles, often outperforming the S&P 500 during downturns. The Washington Mutual Investors Fund 529C serves as a core equity holding for education-focused investors seeking diversified exposure to established U.S. corporations while pursuing capital growth and regular income.
Performance
CWMCX had a total return of 14.23% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.29%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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 | $2.665 | Jun 17, 2026 |
| Mar 18, 2026 | $0.074 | Mar 19, 2026 |
| Dec 18, 2025 | $3.1066 | Dec 19, 2025 |
| Sep 17, 2025 | $0.0687 | Sep 18, 2025 |
| Jun 11, 2025 | $2.7957 | Jun 12, 2025 |
| Mar 12, 2025 | $0.0817 | Mar 13, 2025 |