- 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 $217.88B 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.
