American Funds Washington Mutual 529-C (CWMCX)

Fund Assets	217.31B
Expense Ratio	1.401%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	0.34
Dividend Yield	0.49%
Dividend Growth	-1.33%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 16, 2026

Previous Close	68.49
YTD Return	11.42%
1-Year Return	13.28%
5-Year Return	66.88%
52-Week Low	60.89
52-Week High	69.06
Beta (5Y)	0.91
Holdings	191
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.

• Fund Family: Capital Group
• Category: Large Value
• Performance Rating: Above Average
• Risk Rating: Low
• Stock Exchange: Nasdaq
• Ticker Symbol: CWMCX
• Share Class: Class 529-c
• Index: S&P 500 TR

Performance

CWMCX had a total return of 13.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.28%.

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%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 16, 2026	$0.0639	Sep 17, 2026
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

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Nov 12, 2026

Data Sources Report a data error