American Funds Washington Mutual Investors Fund Class 529-E
CWMEX
NASDAQ
| Weiss Ratings | CWMEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | CWMEX-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 | CWMEX-NASDAQ | Click to Compare |
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| Fund Name | American Funds Washington Mutual Investors Fund Class 529-E | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Mar 01, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CWMEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.97% | |||
| Dividend | CWMEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.39% | |||
| Asset Allocation | CWMEX-NASDAQ | Click to Compare |
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| Cash | 3.48% | |||
| Stock | 95.85% | |||
| U.S. Stock | 89.65% | |||
| Non-U.S. Stock | 6.20% | |||
| 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 | CWMEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.25% | |||
| 30-Day Total Return | 5.86% | |||
| 60-Day Total Return | 1.73% | |||
| 90-Day Total Return | 1.40% | |||
| Year to Date Total Return | 2.90% | |||
| 1-Year Total Return | 19.60% | |||
| 2-Year Total Return | 35.33% | |||
| 3-Year Total Return | 63.34% | |||
| 5-Year Total Return | 70.80% | |||
| Price | CWMEX-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 | CWMEX-NASDAQ | Click to Compare |
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| Nav | $66.03 | |||
| 1-Month Low NAV | $62.61 | |||
| 1-Month High NAV | $66.54 | |||
| 52-Week Low NAV | $60.58 | |||
| 52-Week Low NAV (Date) | May 06, 2025 | |||
| 52-Week High NAV | $68.33 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CWMEX-NASDAQ | Click to Compare |
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| Beta | 0.79 | |||
| Standard Deviation | 10.93 | |||
| Balance Sheet | CWMEX-NASDAQ | Click to Compare |
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| Total Assets | 214.46B | |||
| Operating Ratios | CWMEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.83% | |||
| Turnover Ratio | 29.00% | |||
| Performance | CWMEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.19% | |||
| Last Bear Market Total Return | -11.31% | |||