American Funds Washington Mutual Investors Fund Class 529-A
CWMAX
NASDAQ
| Weiss Ratings | CWMAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | CWMAX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Alan N. Berro (27), Alan J. Wilson (11), Jin Lee (10), 6 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | CWMAX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Washington Mutual Investors Fund Class 529-A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 15, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | 0.04 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CWMAX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.22% | |||
| Dividend | CWMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.07% | |||
| Asset Allocation | CWMAX-NASDAQ | Click to Compare |
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| Cash | 2.38% | |||
| Stock | 97.33% | |||
| U.S. Stock | 90.85% | |||
| Non-U.S. Stock | 6.48% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.29% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CWMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.69% | |||
| 30-Day Total Return | -4.04% | |||
| 60-Day Total Return | -1.23% | |||
| 90-Day Total Return | 2.25% | |||
| Year to Date Total Return | 1.06% | |||
| 1-Year Total Return | 11.41% | |||
| 2-Year Total Return | 43.54% | |||
| 3-Year Total Return | 32.54% | |||
| 5-Year Total Return | 156.45% | |||
| Price | CWMAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CWMAX-NASDAQ | Click to Compare |
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| Nav | $61.81 | |||
| 1-Month Low NAV | $60.19 | |||
| 1-Month High NAV | $64.82 | |||
| 52-Week Low NAV | $58.85 | |||
| 52-Week Low NAV (Date) | Aug 05, 2024 | |||
| 52-Week High NAV | $66.08 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | CWMAX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 14.21 | |||
| Balance Sheet | CWMAX-NASDAQ | Click to Compare |
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| Total Assets | 195.59B | |||
| Operating Ratios | CWMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 31.00% | |||
| Performance | CWMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.33% | |||
| Last Bear Market Total Return | -11.26% | |||
