CWMAX Mutual Fund
CWMAX Mutual Fund
Washington Mutual Investors Fund Class 529-A Shares
CWMAX Mutual Fund Overview
CWMAX Mutual Fund (Washington Mutual Investors Fund Class 529-A Shares) is managed by American Funds with $49.2M in net assets. CWMAX expense ratio is 0.59%, holding 200 positions across sectors including Unknown, Consumer Staples, Industrials. Inception date: 2002-02-15.
CWMAX performance shows a YTD return of 3.60%. The 1-year return is 15.30% and the 5-year return is 11.72%. CWMAX dividend yield stands at 9.65%, paid quarterly.
CWMAX top holdings include Capital Group Central Cash Fund (3.4%), Bank Of America Corp. (1.6%), British American Tobacco Plc (adr) (1.4%), Amgen Inc. (1.2%), Boeing Co (0.7%). View all CWMAX holdings, sector breakdown, or dividend history.
CWMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CWMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.