CWMEX Mutual Fund
CWMEX Mutual Fund
CWMEX Mutual Fund
Washington Mutual Investors Fund Class 529-E Shares
CWMEX Mutual Fund Overview
CWMEX Mutual Fund (Washington Mutual Investors Fund Class 529-E Shares) is managed by American Funds with $49.2M in net assets. CWMEX expense ratio is 0.84%, holding 200 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2002-03-01.
CWMEX performance shows a YTD return of 8.15%. The 1-year return is 15.70% and the 5-year return is 11.35%. CWMEX dividend yield stands at 9.35%, paid quarterly.
CWMEX 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 CWMEX holdings, CWMEX sectors, or CWMEX dividends.
CWMEX can be compared against other funds. Use CWMEX overlap to find shared positions, or CWMEX vs another fund for a side-by-side view. CWMEX alternatives are available via the screener, along with tax-loss harvesting opportunities.