American Funds Washington Mutual Investors Fund Class 529-E (CWMEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

63.13

-1.85 (-2.85%)

Dec 18, 2024, 4:00 PM EST

11.75% (1Y)

Fund Assets	195.90B
Expense Ratio	0.86%
Min. Investment	$250
Turnover	31.00%
Dividend (ttm)	3.26
Dividend Yield	5.02%
Dividend Growth	61.54%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 18, 2024

Previous Close	64.98
YTD Return	17.80%
1-Year Return	17.96%
5-Year Return	74.07%
52-Week Low	55.67
52-Week High	65.49
Beta (5Y)	n/a
Holdings	185
Inception Date	Mar 1, 2002

About CWMEX

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Fund Family American Funds

Category Large Blend

Performance Rating Average

Risk Rating Low

Stock Exchange NASDAQ

Ticker Symbol CWMEX

Index S&P 500 TR

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FEQJX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class I	0.56%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class M	1.05%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class C	1.55%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
RWMGX	R-6	0.27%
FWMIX	Class F-3	0.27%
RWMFX	Class R-5	0.32%
FWWMX	Class 529-f-3	0.33%

Top 10 Holdings

30.64% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.27%
Microsoft Corporation	MSFT	5.55%
Capital Group Central Cash Fund	n/a	3.17%
UnitedHealth Group Incorporated	UNH	3.00%
Eli Lilly and Company	LLY	2.77%
Marsh & McLennan Companies, Inc.	MMC	2.29%
Apple Inc.	AAPL	2.25%
Philip Morris International Inc.	PM	2.20%
AbbVie Inc.	ABBV	1.59%
JPMorgan Chase & Co.	JPM	1.54%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 18, 2024	$0.1628	Sep 19, 2024
Jun 12, 2024	$2.9358	Jun 13, 2024
Mar 13, 2024	$0.1642	Mar 14, 2024
Dec 15, 2023	$1.5126	Dec 18, 2023
Sep 13, 2023	$0.166	Sep 14, 2023
Jun 14, 2023	$1.5114	Jun 15, 2023

Full Dividend History