American Funds Washington Mutual Investors Fund Class 529-C
CWMCX
NASDAQ
| Weiss Ratings | CWMCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | CWMCX-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 | CWMCX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Washington Mutual Investors Fund Class 529-C | |||
| 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 | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | CWMCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.53% | |||
| Dividend | CWMCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.07% | |||
| Asset Allocation | CWMCX-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 | CWMCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.49% | |||
| 30-Day Total Return | -4.52% | |||
| 60-Day Total Return | -1.53% | |||
| 90-Day Total Return | 0.77% | |||
| Year to Date Total Return | 0.72% | |||
| 1-Year Total Return | 9.53% | |||
| 2-Year Total Return | 39.92% | |||
| 3-Year Total Return | 29.18% | |||
| 5-Year Total Return | 146.53% | |||
| Price | CWMCX-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 | CWMCX-NASDAQ | Click to Compare |
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| Nav | $61.30 | |||
| 1-Month Low NAV | $59.81 | |||
| 1-Month High NAV | $63.44 | |||
| 52-Week Low NAV | $58.42 | |||
| 52-Week Low NAV (Date) | Aug 05, 2024 | |||
| 52-Week High NAV | $65.53 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | CWMCX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 14.18 | |||
| Balance Sheet | CWMCX-NASDAQ | Click to Compare |
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| Total Assets | 195.59B | |||
| Operating Ratios | CWMCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.36% | |||
| Turnover Ratio | 31.00% | |||
| Performance | CWMCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.83% | |||
| Last Bear Market Total Return | -11.43% | |||
