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 | Capital Group | |||
| Manager/Tenure (Years) | Alan Berro (28), Jin Lee (11), Diana Wagner (11), 5 others | |||
| Website | http://capitalgroup.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 Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| 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 | 1.19% | |||
| Dividend | CWMAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | CWMAX-NASDAQ | Click to Compare |
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| Cash | 2.43% | |||
| Stock | 96.89% | |||
| U.S. Stock | 90.97% | |||
| Non-U.S. Stock | 5.92% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.68% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CWMAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.15% | |||
| 30-Day Total Return | -5.54% | |||
| 60-Day Total Return | -4.54% | |||
| 90-Day Total Return | -2.86% | |||
| Year to Date Total Return | -2.86% | |||
| 1-Year Total Return | 12.76% | |||
| 2-Year Total Return | 25.34% | |||
| 3-Year Total Return | 56.90% | |||
| 5-Year Total Return | 70.15% | |||
| 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 | $62.90 | |||
| 1-Month Low NAV | $61.34 | |||
| 1-Month High NAV | $66.80 | |||
| 52-Week Low NAV | $55.31 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $68.99 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CWMAX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 9.48 | |||
| Balance Sheet | CWMAX-NASDAQ | Click to Compare |
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| Total Assets | 212.89B | |||
| Operating Ratios | CWMAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.59% | |||
| Turnover Ratio | 29.00% | |||
| Performance | CWMAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.33% | |||
| Last Bear Market Total Return | -11.26% | |||