CWMCX Mutual Fund

CWMCX Mutual Fund

NAV$66.76
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Fund Essentials - as of Jul 31, 2026

Net Assets
$49M
Expense Ratio
1.36%
Dividend Yield (Current)
0.52%
Holdings
204
Inception Date
Feb 15, 2002
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+0.83%
1 Year+7.59%
3 Year+17.06%
5 Year+11.18%
10 Year+12.47%

Asset Allocation

Stocks: 96.45%
Cash: 3.54%
Other: 0.01%
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Top Holdings

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TickerNameWeight
AVGOBroadcom Inc6.54%
MSFTMicrosoft Corp4.83%
PMPhilip Morris International Inc.3.70%
CMQXXCapital Group Central Cash Fund3.31%
AAPLApple, Inc3.30%
Top 10 Concentration: 30.58%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
0.52%
Frequency
Quarterly
Latest Distribution
$1.22
-

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 204 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-02-15.

CWMCX performance shows a YTD return of 0.83%. The 1-year return is 7.59% and the 5-year return is 11.18%. CWMCX dividend yield stands at 0.52%, paid quarterly.

CWMCX top holdings include Broadcom Inc (6.5%), Microsoft Corp (4.8%), Philip Morris International Inc. (3.7%), Capital Group Central Cash Fund (3.3%), Apple, Inc (3.3%). 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.