CWMCX Mutual Fund

CWMCX Mutual Fund

NAV$66.44
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Fund Essentials - as of Jun 30, 2026

Net Assets
$49M
Expense Ratio
1.36%
Dividend Yield (Current)
8.75%
Holdings
200
Inception Date
Feb 15, 2002
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+7.83%
1 Year+15.11%
3 Year+16.15%
5 Year+11.48%
10 Year+12.35%

Asset Allocation

Stocks: 97.12%
Cash: 2.88%
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Top Holdings

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TickerNameWeight
AVGOBroadcom Inc6.41%
MSFTMicrosoft Corp 4.100 Feb 06 373.93%
PMPhilip Morris International Inc.3.67%
AAPLApple, Inc3.12%
CMQXXCapital Group Central Cash Fund2.82%
Top 10 Concentration: 29.70%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
8.75%
Frequency
Monthly
Latest Distribution
$1.22
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CWMCX Mutual Fund Overview

CWMCX Mutual Fund (Washington Mutual Investors Fund Class 529-C Shares) is managed by American Funds with $49.2M in net assets. CWMCX expense ratio is 1.36%, holding 200 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-02-15.

CWMCX performance shows a YTD return of 7.83%. The 1-year return is 15.11% and the 5-year return is 11.48%. CWMCX dividend yield stands at 8.75%, paid monthly.

CWMCX 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 CWMCX holdings, CWMCX sectors, or CWMCX dividends.

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