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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

62.02

+0.52 (0.85%)

Dec 23, 2024, 4:00 PM EST

9.07% (1Y)

Fund Assets	195.90B
Expense Ratio	0.36%
Min. Investment	$250
Turnover	31.00%
Dividend (ttm)	6.32
Dividend Yield	10.10%
Dividend Growth	74.19%
Payout Frequency	Quarterly
Ex-Dividend Date	Dec 19, 2024

Previous Close	61.50
YTD Return	19.70%
1-Year Return	20.38%
5-Year Return	n/a
52-Week Low	56.53
52-Week High	66.31
Beta (5Y)	n/a
Holdings	185
Inception Date	Oct 30, 2020

About FWMMX

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Fund Family American Funds

Category Large Blend

Performance Rating High

Risk Rating Low

Stock Exchange NASDAQ

Ticker Symbol FWMMX

Index S&P 500 TR

Performance

FWMMX had a total return of 20.38% in the past year. Since the fund's inception, the average annual return has been 16.86%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FEQJX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class I	0.56%
FEQZX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class Z	0.50%

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

30.64% of assets

Name	Symbol	Weight
Broadcom Inc.	AVGO	6.27%
Microsoft Corporation	MSFT	5.55%
Capital Group Central Cash Fund	n/a	3.17%
UnitedHealth Group Incorporated	UNH	3.00%
Eli Lilly and Company	LLY	2.77%
Marsh & McLennan Companies, Inc.	MMC	2.29%
Apple Inc.	AAPL	2.25%
Philip Morris International Inc.	PM	2.20%
AbbVie Inc.	ABBV	1.59%
JPMorgan Chase & Co.	JPM	1.54%

View More Holdings

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

Full Dividend History