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American Funds Washington Mutual 529A CWMAX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 61.49  /  +0.02 %
  • Total Assets 185.4 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.46%
  • Turnover 31%

USD | NAV as of Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:14 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.

A strong option for risk-averse investors.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds Washington Mutual's seasoned crew plies a time-tested approach, earning High People and Above Average Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CWMAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.43 11.7 Bil
Technology

Microsoft Corp

6.33 11.5 Bil
Technology

Capital Group Central Cash Fund

3.94 7.2 Bil
Cash and Equivalents

Eli Lilly and Co

3.06 5.6 Bil
Healthcare

UnitedHealth Group Inc

2.97 5.4 Bil
Healthcare

Marsh & McLennan Companies Inc

2.27 4.1 Bil
Financial Services

Apple Inc

2.18 4.0 Bil
Technology

Philip Morris International Inc

1.85 3.4 Bil
Consumer Defensive

Comcast Corp Class A

1.76 3.2 Bil
Communication Services

Alphabet Inc Class C

1.64 3.0 Bil
Communication Services