FWMMX Mutual Fund

FWMMX Mutual Fund

NAV$68.99
See how much of FWMMX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Apr 30, 2026

Net Assets
$49M
Expense Ratio
0.35%
Dividend Yield (Current)
9.70%
Holdings
200
Inception Date
Oct 30, 2020
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+8.46%
1 Year+16.29%
3 Year+16.34%
5 Year+11.95%
10 Year+13.40%

Asset Allocation

Stocks: 96.55%
Cash: 3.44%
Other: 0.02%
See how much of FWMMX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
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
Download all 200 holdings for FWMMX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.70%
Frequency
Quarterly

Peer Comparison

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

FWMMX Mutual Fund Overview

FWMMX Mutual Fund (Washington Mutual Investors Fund Class 529-F-2) is managed by American Funds with $49.2M in net assets. FWMMX expense ratio is 0.35%, holding 200 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-10-30.

FWMMX performance shows a YTD return of 8.46%. The 1-year return is 16.29% and the 5-year return is 11.95%. FWMMX dividend yield stands at 9.70%, paid quarterly.

FWMMX 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 FWMMX holdings, FWMMX sectors, or FWMMX dividends.

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