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American Funds Washington Mutual 529-A (CWMAX)

68.35 -0.40 (-0.58%)

At close: October 30 at 6:26:06 PM EDT

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Previous Close 68.75
YTD Return 6.05%
Expense Ratio 0.58%
Category Large Value
Last Cap Gain 46.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Below Average
Net Assets 210.19B
Beta (5Y Monthly) 0.74
Yield 1.21%
5y Average Return --
Holdings Turnover 32.00%
Last Dividend 0.60
Inception Date Oct 30, 2020

The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks.

Capital Group

Fund Family

Large Value

Fund Category

210.19B

Net Assets

2020-10-30

Inception Date

Trailing returns as of 10/28/2026. Category is Large Value.

YTD Return

CWMAX

6.05%

Category

4.44%

1-Year Return

CWMAX

8.41%

Category

14.37%

3-Year Return

CWMAX

18.03%

Category

6.04%

5-Year Return

CWMAX

12.13%

Category

9.20%

CGFAX American Funds Growth Fd of Amer 529-A

83.20 -2.44%

CEUAX American Funds EUPAC 529-A

58.79 -1.52%

CWIAX American Funds Cptl Wld Gr&Inc 529-A

77.80 -1.85%

CNPAX American Funds New Perspective 529-A

71.89 -1.76%

CICAX American Funds Invmt Co of Amer 529-A

66.38 -1.91%

Sector Weightings

Sector CWMAX

Technology 23.97%

Financial Services 15.15%

Healthcare 13.49%

Industrials 11.13%

Consumer Defensive 9.38%

Consumer Cyclical 6.92%

Communication Services 5.42%

Energy 4.72%

Utilities 3.65%

Real Estate 3.47%

Basic Materials 2.69%

U.S. markets closed

American Funds Washington Mutual 529-A (CWMAX)

4.05%

0.93%

1.71%

5.22%

1.88%

16.10%

70.11%

146.66%

American Funds Washington Mutual 529-A Overview Capital Group / Large Value

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Sector Weightings

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