CWMEX
American Funds Washington Mutual Investors Fund Class 529-E
Mutual fund
$65.28+0.39 (+0.60%)Close Oct 2, 2026
Adjusted price
+8.08% total return, past year
Key statistics
- Net assets
- $218B
- Expense ratio
- 0.84%
- Share classes
- 18
- 52-week range
- $58.16$68.68
- From all-time high
- −4.95%
- Max drawdown
- −54.17%
- Volatility
- 17.41%
- Sharpe ratio
- 0.57
- Beta (5Y monthly)
- 0.79
Returns
Total
- 1M
- −3.2%
- YTD
- +6.3%
- 1Y
- +8.1%
Per year
- 3Y
- +18.1%
- 5Y
- +11.7%
- 10Y
- +12.7%
- 20Y
- +9.4%
- Since 2002
- +8.7%
Fund facts
As of Jul 31, 2026- Holdings
- 200
- Top 10 holdings
- 30.7%
- Stocks
- 95.5%
- Cash
- 3.3%
- Preferred stock
- 1.0%
Sectors
- Information Technology
- 21.1%
- Financials
- 15.3%
- Health Care
- 12.8%
- Industrials
- 12.2%
- Consumer Staples
- 9.1%
- Other
- 26.2%
Top holdings
| Holding | Weight (%) |
|---|---|
| AVGOBroadcom Inc. | 6.5 |
| MSFTMicrosoft Corporation | 4.8 |
| PMPhilip Morris International Inc. | 3.7 |
| Capital Group Central Cash Fund | 3.4 |
| AAPLApple Inc. | 3.3 |
| LLYEli Lilly and Company | 1.8 |
| BACBank of America Corporation | 1.8 |
| WELLWelltower Inc. | 1.8 |
| MRSHMarsh & McLennan Companies, Inc. | 1.8 |
| GOOGLAlphabet Inc. | 1.7 |
Annual returns
2002 from Feb 28 · 2026 through Oct 2