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Morningstar

American Funds Washington Mutual 529A CWMAX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 52.65  /  0.42 %
  • Total Assets 153.3 Bil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.82%
  • Turnover 30%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis CWMAX

Will CWMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CWMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CWMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CWMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A compelling option for risk-averse investors.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Notable investment talent and a time-tested approach back American Funds Washington Mutual’s High People and Above Average Process ratings.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CWMAX

More CWMAX Holdings
  • Current Portfolio Date
  • Equity Holdings 189
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.43
10,228,400,599
Technology

Microsoft Corp

6.19
9,839,318,252
Technology

Capital Group Central Cash Fund

4.02
6,397,371,834
Cash and Equivalents

UnitedHealth Group Inc

3.24
5,155,580,634
Healthcare

Comcast Corp Class A

2.68
4,255,959,810
Communication Services

Marsh & McLennan Companies Inc

2.51
3,985,226,932
Financial Services

Eli Lilly and Co

1.98
3,156,213,358
Healthcare

Northrop Grumman Corp

1.80
2,862,216,155
Industrials

The Home Depot Inc

1.75
2,782,261,760
Consumer Cyclical

Philip Morris International Inc

1.70
2,699,039,249
Consumer Defensive