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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
63.78
+0.52 (0.82%)
Jul 3, 2025, 4:00 PM EDT
6.32%
Fund Assets 193.05B
Expense Ratio 0.86%
Min. Investment $250
Turnover 31.00%
Dividend (ttm) 5.96
Dividend Yield 9.35%
Dividend Growth 24.75%
Payout Frequency Quarterly
Ex-Dividend Date Jun 11, 2025
Previous Close 63.26
YTD Return 10.05%
1-Year Return 16.72%
5-Year Return 107.75%
52-Week Low 54.82
52-Week High 65.49
Beta (5Y) n/a
Holdings 189
Inception Date Mar 1, 2002

About CWMEX

American Funds Washington Mutual Investors Fund 529E is an actively managed mutual fund that focuses on large-cap, primarily U.S. equities. Its primary objective is to produce income while providing an opportunity for growth of principal, maintaining a disciplined approach consistent with sound common stock investing principles. The fund emphasizes investments in established companies with strong records of earnings and dividends, and its portfolio is diversified across key sectors such as information technology, financials, health care, and consumer staples. With more than 180 holdings and a relatively low turnover rate, the fund aims to balance stability and growth potential for long-term investors. As a 529E share class, it is tailored for use within education savings plans, allowing investors to benefit from potential tax advantages when saving for future educational expenses. The fund pays dividends quarterly and capital gains semi-annually. Recognized for its low risk profile and competitive expense ratio, the American Funds Washington Mutual Investors Fund 529E has a longstanding reputation for weathering market downturns while providing consistent performance within the large blend category.

Fund Family American Funds
Category Large Blend
Stock Exchange NASDAQ
Ticker Symbol CWMEX
Share Class Class 529-e
Index S&P 500 TR

Performance

CWMEX had a total return of 16.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.42%.

Chart

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The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from 4.95 to 16.717.
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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%

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

31.25% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.13%
Microsoft Corporation MSFT 5.44%
Philip Morris International Inc. PM 4.02%
CAPITAL GROUP CENTRAL CASH FUND CMQXX 3.23%
Eli Lilly and Company LLY 2.44%
Marsh & McLennan Companies, Inc. MMC 2.40%
Apple Inc. AAPL 2.39%
UnitedHealth Group Incorporated UNH 2.15%
JPMorgan Chase & Co. JPM 1.52%
Visa Inc. V 1.52%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Jun 11, 2025 $2.8757 Jun 12, 2025
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
Full Dividend History