Washington Mutual Investors Fund 529A

Frequently Asked Questions About CWMAX

What does CWMAX invest in?

This fund primarily allocates its capital to the common shares of well-established companies. These companies are typically either listed on or meet the financial criteria for the New York Stock Exchange, and they boast a robust history of earnings growth and consistent dividend payments. The fund's investment advisor endeavors to construct and maintain a consistently invested and broadly diversified portfolio, predominantly composed of high-quality equity securities.

What is the expense ratio of CWMAX?

Washington Mutual Investors Fund 529A (CWMAX) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CWMAX?

Washington Mutual Investors Fund 529A (CWMAX) manages $210.19B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CWMAX actively managed or an index fund?

CWMAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CWMAX launched?

Washington Mutual Investors Fund 529A (CWMAX) launched in July 1952 and is managed by Capital Group.

How has CWMAX performed?

CWMAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.