American Funds Washington Mutual Investors Fund Class 529-E (CWMEX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
61.19
+0.90 (1.49%)
May 2, 2025, 4:00 PM EDT
2.87% (1Y)
| Fund Assets | 110.28B |
| Expense Ratio | 0.86% |
| Min. Investment | $250 |
| Turnover | n/a |
| Dividend (ttm) | 6.02 |
| Dividend Yield | 9.84% |
| Dividend Growth | 79.52% |
| Payout Frequency | Quarterly |
| Ex-Dividend Date | Mar 12, 2025 |
| Previous Close | 60.29 |
| YTD Return | 0.87% |
| 1-Year Return | 13.26% |
| 5-Year Return | 104.64% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 186 |
| 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
Share Class Class 529-e
Index S&P 500 TR
Performance
CWMEX had a total return of 13.26% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.08%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FALCX | Fidelity | Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund | 0.24% |
| FLCEX | Fidelity | Fidelity Large Cap Core Enhanced Index Fund | 0.39% |
| FMGKX | Fidelity | Fidelity Magellan Fund - Class K | 0.40% |
| FMAGX | Fidelity | Fidelity Magellan Fund | 0.47% |
| FEQDX | Fidelity | Fidelity Advisor Hedged Equity Fund - Class C | 1.55% |
Top 10 Holdings
29.68% of assets| Name | Symbol | Weight |
|---|---|---|
| Broadcom Inc. | AVGO | 5.29% |
| Microsoft Corporation | MSFT | 5.10% |
| Philip Morris International Inc. | PM | 3.68% |
| UnitedHealth Group Incorporated | UNH | 2.70% |
| Capital Group Central Cash Fund | n/a | 2.65% |
| Marsh & McLennan Companies, Inc. | MMC | 2.55% |
| Apple Inc. | AAPL | 2.47% |
| Eli Lilly and Company | LLY | 2.22% |
| JPMorgan Chase & Co. | JPM | 1.56% |
| Visa Inc. | V | 1.48% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Mar 12, 2025 | $0.1659 | Mar 13, 2025 |
| 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 |