CWMAX Mutual Fund

CWMAX Mutual Fund

NAV$68.72
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Fund Essentials - as of Apr 30, 2026

Net Assets
$49M
Expense Ratio
0.58%
Dividend Yield (Current)
9.50%
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+8.32%
1 Year+16.01%
3 Year+16.21%
5 Year+11.76%
10 Year+12.87%

Asset Allocation

Stocks: 96.55%
Cash: 3.44%
Other: 0.02%
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Top Holdings

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TickerNameWeight
AVGOBroadcom Inc7.49%
MSFTMicrosoft Corp4.64%
PMPhilip Morris International Inc.3.45%
CMQXXCapital Group Central Cash Fund3.36%
AAPLApple, Inc2.42%
Top 10 Concentration: 29.96%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
9.50%
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

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 0.58%, holding 200 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2002-02-15.

CWMAX performance shows a YTD return of 8.32%. The 1-year return is 16.01% and the 5-year return is 11.76%. CWMAX dividend yield stands at 9.50%, paid quarterly.

CWMAX top holdings include Broadcom Inc (7.5%), Microsoft Corp (4.6%), Philip Morris International Inc. (3.5%), Capital Group Central Cash Fund (3.4%), Apple, Inc (2.4%). Go to all CWMAX holdings, CWMAX sectors, or CWMAX dividends.

CWMAX can be compared against other funds. Use CWMAX overlap to find shared positions, or CWMAX vs another fund for a side-by-side view. CWMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.