Plenty of proven strengths earn American Funds Washington Mutual’s cheapest share classes a Morningstar Analyst Rating of Gold, while pricier ones land at Silver.
American Funds Washington Mutual 529F1 CWMFX
NAV / 1-Day Return
54.37
/
0.62
%
Total Assets
156.6 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
25.13
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
250
Status
Open
TTM Yield
1.66%
Turnover
19%
Morningstar’s Fund Analysis CWMFX
Will CWMFX 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 CWMFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CWMFX 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 CWMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid, conservative option.
