CWMEX Mutual Fund

CWMEX Mutual Fund

NAV$66.61
See how much of CWMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$49M
Expense Ratio
0.84%
Dividend Yield (Current)
1.07%
Holdings
204
Inception Date
Mar 1, 2002
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+1.22%
1 Year+8.14%
3 Year+17.67%
5 Year+11.76%
10 Year+13.05%

Asset Allocation

Stocks: 96.45%
Cash: 3.54%
Other: 0.01%
See how much of CWMEX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
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
Download all 204 holdings for CWMEX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
1.07%
Frequency
Quarterly
Latest Distribution
$1.30
-

Peer Comparison

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

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 204 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-03-01.

CWMEX performance shows a YTD return of 1.22%. The 1-year return is 8.14% and the 5-year return is 11.76%. CWMEX dividend yield stands at 1.07%, paid quarterly.

CWMEX 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 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.