American Funds Washington Mutual 529-F-2 (FWMMX)

Fund Assets	168.23B
Expense Ratio	0.36%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	6.32
Dividend Yield	9.92%
Dividend Growth	74.19%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 19, 2024

Previous Close	64.00
YTD Return	3.53%
1-Year Return	20.23%
5-Year Return	n/a
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	190
Inception Date	Oct 30, 2020

About FWMMX

The American Funds Washington Mutual 529-F-2 (FWMMX) seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. FWMMX 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: High
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: FWMMX
• Share Class: Class 529-f-2
• Index: S&P 500 TR

Performance

FWMMX had a total return of 20.23% in the past year. Since the fund's inception, the average annual return has been 17.12%, 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

30.94% 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	$2.840	Dec 20, 2024
Sep 18, 2024	$0.2371	Sep 19, 2024
Jun 12, 2024	$3.0105	Jun 13, 2024
Mar 13, 2024	$0.2358	Mar 14, 2024
Dec 15, 2023	$1.5798	Dec 18, 2023
Sep 13, 2023	$0.2343	Sep 14, 2023