CWMAX Mutual Fund

NAV$67.70

Fund Essentials - as of Apr 30, 2026

Net Assets
$49M
Expense Ratio
0.59%
Dividend Yield (Current)
9.65%
Holdings
200
Inception Date
Feb 15, 2002
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+3.60%
1 Year+15.30%
3 Year+16.78%
5 Year+11.72%
10 Year+12.97%

Asset Allocation

Stocks: 45.26%
Cash: 54.57%
Other: 0.25%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
CMQXXCapital Group Central Cash Fund3.36%
BACBank Of America Corp.1.60%
BTI:LNBritish American Tobacco Plc (adr)1.35%
AMGNAmgen Inc.1.17%
BABoeing Co0.69%
Top 10 Concentration: 10.40%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
9.65%
Frequency
Quarterly
Latest Distribution
$1.33
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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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.