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American Funds Washington Mutual 529E (CWMEX)

59.53 -0.12 (-0.20%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 59.65
  • YTD Return 9.06%
  • Expense Ratio 1.33%
  • Category Large Blend
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 181.42B
  • Beta (5Y Monthly) 0.81
  • Yield 1.25%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.16
  • Inception Date Mar 15, 2001

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.

American Funds

Fund Family

Large Blend

Fund Category

181.42B

Net Assets

2001-03-15

Inception Date

Performance Overview: CWMEX

Trailing returns as of 4/25/2024. Category is Large Blend.

YTD Return

CWMEX
9.06%
Category
14.84%
 

1-Year Return

CWMEX
26.18%
Category
40.47%
 

3-Year Return

CWMEX
11.19%
Category
16.77%
 

5-Year Return

CWMEX
12.71%
Category
16.15%
 

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Holdings: CWMEX

Top 10 Holdings (30.11% of Total Assets)

SymbolCompany% Assets
AVGO
Broadcom Inc. 6.67%
MSFT
Microsoft Corporation 6.62%
UNH
UnitedHealth Group Incorporated 2.84%
LLY
Eli Lilly and Company 2.78%
MMC
Marsh & McLennan Companies, Inc. 2.35%
CMCSA
Comcast Corporation 2.25%
HD
The Home Depot, Inc. 1.91%
PM
Philip Morris International Inc. 1.57%
ABBV
AbbVie Inc. 1.56%
JPM
JPMorgan Chase & Co. 1.56%

Sector Weightings

SectorCWMEX
Technology   23.26%
Healthcare   16.87%
Industrials   11.66%
Energy   4.97%
Utilities   3.44%
Real Estate   1.53%

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