American Funds Washington Mutual 529E (CWMEX)
50.26
+0.30
(+0.60%)
USD |
Mar 24 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.84% | 146.80B | 1.73% | 19.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -5.082B | -8.89% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | AWSHX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | American Funds |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alan Berro | 25.68 yrs |
| Jeffrey Lager | 18.68 yrs |
| Alan Wilson | 9.67 yrs |
| Diana Wagner | 8.67 yrs |
| Jin Lee | 8.67 yrs |
| Eric Stern | 8.33 yrs |
| Irfan Furniturewala | 7.67 yrs |
| Emme Kozloff | 6.67 yrs |
| Mark Casey | 6.67 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
98
-5.082B
-24.24B
Category Low
51.36B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 24, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 24, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Broadcom Inc | 5.44% | 636.17 | -0.48% |
| Microsoft Corp | 4.65% | 280.57 | 1.05% |
| UnitedHealth Group Inc | 3.97% | 475.99 | 1.29% |
| Pfizer Inc | 2.77% | 40.39 | 0.52% |
| Comcast Corp Class A | 2.34% | 35.92 | -0.14% |
| Marsh & McLennan Companies Inc | 2.33% | 160.53 | 1.18% |
| CVS Health Corp | 2.02% | 73.26 | 1.23% |
| Northrop Grumman Corp | 1.97% | 455.25 | 2.43% |
| The Home Depot Inc | 1.92% | 283.02 | -0.31% |
| JPMorgan Chase & Co | 1.75% | 124.91 | -1.52% |
Basic Info
| Investment Strategy | |
| The investment seeks to produce income and to provide an opportunity for growth of principal consistent with sound common stock investing. The fund invests primarily in common stocks of established companies that are listed on, or meet the financial listing requirements of, the New York Stock Exchange and have a strong record of earnings and dividends. Its advisor strives to maintain a fully invested, diversified portfolio, consisting primarily of high-quality common stocks. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | AWSHX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | American Funds |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Alan Berro | 25.68 yrs |
| Jeffrey Lager | 18.68 yrs |
| Alan Wilson | 9.67 yrs |
| Diana Wagner | 8.67 yrs |
| Jin Lee | 8.67 yrs |
| Eric Stern | 8.33 yrs |
| Irfan Furniturewala | 7.67 yrs |
| Emme Kozloff | 6.67 yrs |
| Mark Casey | 6.67 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-24-23) | 1.73% |
| 30-Day SEC Yield (2-28-23) | Upgrade |
| 7-Day SEC Yield (8-31-17) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 17.65 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Fund Details
| Key Dates | |
| Inception Date | 3/1/2002 |
| Last Annual Report Date | 4/30/2022 |
| Last Prospectus Date | 7/1/2022 |
| Share Classes | |
| AWSHX | A |
| CWMAX | A |
| CWMCX | C |
| CWMFX | Other |
| FWMIX | Inst |
| FWMMX | Other |
| FWWMX | Other |
| RWEBX | Retirement |
| RWMAX | Retirement |
| RWMBX | Retirement |
| RWMCX | Retirement |
| RWMEX | Retirement |
| RWMFX | Retirement |
| RWMGX | Retirement |
| RWMHX | Retirement |
| WMFFX | Other |
| WSHCX | C |
| WSHFX | Other |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |