American Funds Washington Mutual 529-E (CWMEX)

Fund Assets	218.50B
Expense Ratio	0.84%
Min. Investment	$250
Turnover	32.00%
Dividend (ttm)	0.70
Dividend Yield	1.06%
Dividend Growth	1.10%
Payout Frequency	Quarterly
Ex-Dividend Date	Sep 16, 2026

Previous Close	65.56
YTD Return	6.71%
1-Year Return	9.27%
5-Year Return	73.94%
52-Week Low	60.75
52-Week High	68.84
Beta (5Y)	0.91
Holdings	197
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: Capital Group
• Category: Large Value
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: CWMEX
• Share Class: Class 529-e
• Index: S&P 500 TR

Performance

CWMEX had a total return of 9.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.53%.

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	0.57%
FMAGX	Fidelity	Fidelity Magellan Fund	0.64%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity C	1.55%
FEQNX	Fidelity	Fidelity Advisor Hedged Equity M	1.05%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity I	0.55%

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

29.69% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.41%
Microsoft Corporation	MSFT	3.93%
Philip Morris International Inc.	PM	3.67%
Apple Inc.	AAPL	3.12%
Capital Group Central Cash Fund	n/a	2.82%
KLA Corporation	KLAC	2.53%
Eli Lilly and Company	LLY	2.05%
Welltower Inc.	WELL	1.75%
Alphabet Inc.	GOOGL	1.74%
UnitedHealth Group Incorporated	UNH	1.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 16, 2026	$0.1567	Sep 17, 2026
Jun 16, 2026	$2.7518	Jun 17, 2026
Mar 18, 2026	$0.161	Mar 19, 2026
Dec 18, 2025	$3.1956	Dec 19, 2025
Sep 17, 2025	$0.1575	Sep 18, 2025
Jun 11, 2025	$2.8757	Jun 12, 2025

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Sep 30, 2026

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