Morningstar

American Funds Washington Mutual Investors Fund Class 529-A CWMAX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 66.95  /  −0.28 %
  • Total Assets 219.0B
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 250
  • Status Open
  • TTM Yield 1.19%
  • Turnover 29%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CWMAX

Will CWMAX outperform in the 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 disciplined approach built to endure.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

American Funds Washington Mutual benefits from a seasoned management team, deep resources, and a time-tested investment approach, making it a solid large-cap option.

by Stephen Welch
Rated on Published on

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Portfolio Holdings CWMAX

More CWMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

5.99 12B
Technology

Microsoft Corp

4.57 9B
Technology

Philip Morris International Inc

3.70 7B
Consumer Defensive

Capital Group Central Cash Fund

3.35 7B
Cash and Equivalents

Apple Inc

2.44 5B
Technology

Marsh

1.74 3B
Financial Services

Eli Lilly and Co

1.73 3B
Healthcare

Welltower Inc

1.68 3B
Real Estate

RTX Corp

1.62 3B
Industrials

Northrop Grumman Corp

1.60 3B
Industrials

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