American Funds Washington Mutual Inv Fund 529-C (CWMCX)
57.82
+1.11
(+1.96%)
USD |
Apr 22 2025
CWMCX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.65% |
| Stock | 96.90% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.45% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2025
| Large | 83.10% |
| Mid | 14.80% |
| Small | 2.10% |
Region Exposure
| Americas | 89.98% |
|---|---|
|
North America
|
89.98% |
| Canada | 1.43% |
| United States | 88.55% |
|
Latin America
|
0.00% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.27% |
|---|---|
| United Kingdom | 2.89% |
|
Europe Developed
|
4.39% |
| Denmark | 0.12% |
| France | 0.23% |
| Germany | 1.18% |
| Ireland | 0.75% |
| Netherlands | 0.78% |
| Switzerland | 1.32% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.06% |
|---|---|
| Japan | 0.06% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 2.68% |
|---|
Stock Sector Exposure
| Cyclical |
|
25.29% |
| Materials |
|
2.62% |
| Consumer Discretionary |
|
7.02% |
| Financials |
|
13.55% |
| Real Estate |
|
2.10% |
| Sensitive |
|
44.71% |
| Communication Services |
|
5.28% |
| Energy |
|
4.88% |
| Industrials |
|
10.08% |
| Information Technology |
|
24.48% |
| Defensive |
|
25.99% |
| Consumer Staples |
|
7.13% |
| Health Care |
|
15.58% |
| Utilities |
|
3.28% |
| Not Classified |
|
4.00% |
| Non Classified Equity |
|
0.06% |
| Not Classified - Non Equity |
|
3.94% |
As of June 30, 2024