American Funds Washington Mutual Investors Fund Class 529-F-1 (CWMFX)

Fund Assets	110.28B
Expense Ratio	0.70%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	6.27
Dividend Yield	10.04%
Dividend Growth	75.10%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 19, 2024

Previous Close	62.02
YTD Return	-0.08%
1-Year Return	19.23%
5-Year Return	73.20%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	190
Inception Date	Sep 16, 2002

About CWMFX

The American Funds Washington Mutual Investors Fund Class 529-F-1 (CWMFX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. CWMFX 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: CWMFX
• Index: S&P 500 TR

Performance

CWMFX had a total return of 19.23% in the past year. Since the fund's inception, the average annual return has been 8.49%, 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%
FEQJX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class I	0.56%

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

30.94% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	8.42%
Microsoft Corporation	MSFT	5.52%
UnitedHealth Group Incorporated	UNH	2.52%
Apple Inc.	AAPL	2.46%
Eli Lilly and Company	LLY	2.33%
Capital Group Central Cash Fund	n/a	2.29%
Philip Morris International Inc.	PM	2.24%
Marsh & McLennan Companies, Inc.	MMC	2.23%
JPMorgan Chase & Co.	JPM	1.60%
Comcast Corporation	CMCSA	1.33%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2024	$2.8264	Dec 20, 2024
Sep 18, 2024	$0.2215	Sep 19, 2024
Jun 12, 2024	$3.0009	Jun 13, 2024
Mar 13, 2024	$0.2261	Mar 14, 2024
Dec 15, 2023	$1.5699	Dec 18, 2023
Sep 13, 2023	$0.2241	Sep 14, 2023