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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

60.28

-0.77 (-1.26%)

Jan 10, 2025, 4:00 PM EST

7.11% (1Y)

Fund Assets	110.28B
Expense Ratio	0.86%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	6.02
Dividend Yield	9.67%
Dividend Growth	79.18%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 19, 2024

Previous Close	61.05
YTD Return	-0.90%
1-Year Return	17.91%
5-Year Return	68.58%
52-Week Low	56.04
52-Week High	65.49
Beta (5Y)	n/a
Holdings	197
Inception Date	Mar 1, 2002

About CWMEX

The American Funds Washington Mutual Investors Fund Class 529-E (CWMEX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. CWMEX invests primarily in common stocks of established companies that are listed on the New York Stock Exchange and have a strong record of earnings and dividends.

Category Large Blend

Performance Rating Average

Risk Rating Low

Stock Exchange NASDAQ

Ticker Symbol CWMEX

Index S&P 500 TR

Performance

CWMEX had a total return of 17.91% in the past year. Since the fund's inception, the average annual return has been 8.10%, including dividends.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FALCX	Fidelity	Strategic Advisers Large Cap Fund	0.24%
FLCEX	Fidelity	Fidelity® Large Cap Core Enhanced Index Fund	0.39%

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

30.66% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.27%
Microsoft Corporation	MSFT	5.33%
CAPITAL GROUP CENTRAL CASH FUND	CMQXX	3.19%
UnitedHealth Group Incorporated	UNH	2.91%
Eli Lilly and Company	LLY	2.70%
Philip Morris International Inc.	PM	2.49%
Marsh & McLennan Companies, Inc.	MMC	2.28%
Apple Inc.	AAPL	2.22%
AbbVie Inc.	ABBV	1.67%
JPMorgan Chase & Co.	JPM	1.60%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2024	$2.7569	Dec 20, 2024
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

Full Dividend History