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 | American Funds | |||
| Manager/Tenure (Years) | Alan N. Berro (26), Jeffrey T. Lager (19), Alan J. Wilson (10), 6 others | |||
| Website | http://www.americanfunds.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 Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| 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 | 1.25% | |||
| Dividend | CWMEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.22% | |||
| Asset Allocation | CWMEX-NASDAQ | Click to Compare |
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| Cash | 3.40% | |||
| Stock | 96.57% | |||
| U.S. Stock | 90.11% | |||
| Non-U.S. Stock | 6.46% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.03% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CWMEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.79% | |||
| 30-Day Total Return | 1.23% | |||
| 60-Day Total Return | 5.55% | |||
| 90-Day Total Return | 9.18% | |||
| Year to Date Total Return | 7.94% | |||
| 1-Year Total Return | 24.71% | |||
| 2-Year Total Return | 16.97% | |||
| 3-Year Total Return | 34.79% | |||
| 5-Year Total Return | 77.29% | |||
| 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 | $60.90 | |||
| 1-Month Low NAV | $59.74 | |||
| 1-Month High NAV | $61.53 | |||
| 52-Week Low NAV | $50.73 | |||
| 52-Week Low NAV (Date) | Oct 27, 2023 | |||
| 52-Week High NAV | $61.53 | |||
| 52-Week High Price (Date) | Mar 28, 2024 | |||
| Beta / Standard Deviation | CWMEX-NASDAQ | Click to Compare |
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| Beta | 0.81 | |||
| Standard Deviation | 14.99 | |||
| Balance Sheet | CWMEX-NASDAQ | Click to Compare |
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| Total Assets | 181.50B | |||
| Operating Ratios | CWMEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.86% | |||
| Turnover Ratio | 30.00% | |||
| Performance | CWMEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 36.89% | |||
| Last Bear Market Total Return | -11.31% | |||
