CWMAX Mutual Fund
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 0.58%, holding 200 positions across sectors including Information Technology, Financials, Health Care. 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 12.34%. CWMAX dividend yield stands at 9.43%, paid quarterly.
CWMAX top holdings include Broadcom Inc (6.4%), Microsoft Corp 4.100 Feb 06 37 (3.9%), Philip Morris International Inc. (3.7%), Apple, Inc (3.1%), Capital Group Central Cash Fund (2.8%). 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.