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American Funds Washington Mutual 529A (CWMAX)

65.15 +1.39 (+2.18%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 63.76
  • YTD Return 17.51%
  • Expense Ratio 0.60%
  • Category Large Blend
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 189.24B
  • Beta (5Y Monthly) 0.82
  • Yield 1.39%
  • 5y Average Return --
  • Holdings Turnover 31.00%
  • Last Dividend 0.60
  • Inception Date Jan 27, 2017

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.

American Funds

Fund Family

Large Blend

Fund Category

189.24B

Net Assets

2017-01-27

Inception Date

Performance Overview: CWMAX

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Trailing returns as of 11/6/2024. Category is Large Blend.

YTD Return

CWMAX
17.51%
Category
5.31%
?

1-Year Return

CWMAX
32.45%
Category
20.31%
?

3-Year Return

CWMAX
9.71%
Category
6.48%
?

5-Year Return

CWMAX
13.06%
Category
11.78%
?

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Holdings: CWMAX

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Top 10 Holdings (28.85% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 6.27%
MSFT
Microsoft Corporation 5.55%
UNH
UnitedHealth Group Incorporated 3.00%
LLY
Eli Lilly and Company 2.77%
MMC
Marsh & McLennan Companies, Inc. 2.29%
AAPL
Apple Inc. 2.25%
PM
Philip Morris International Inc. 2.20%
ABBV
AbbVie Inc. 1.59%
JPM
JPMorgan Chase & Co. 1.54%
CMCSA
Comcast Corporation 1.39%

Sector Weightings

Recent News: CWMAX

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Research Reports: CWMAX

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