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Trending ETFs

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Vitals

YTD Return

N/A

1 yr return

15.3%

3 Yr Avg Return

7.9%

5 Yr Avg Return

11.6%

Net Assets

$89.6 B

Holdings in Top 10

31.9%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.46%

SALES FEES

Front Load N/A

Deferred Load 5.00%

TRADING FEES

Turnover 30.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$250

IRA

$25


Fund Classification

Fund Type

Open End Mutual Fund


Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

CWMBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 6.8%
  • 5 Yr Annualized Total Return 11.4%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 1.18%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Quarterly

Fund Details

  • Legal Name
    American Funds Washington Mutual Investors Fund
  • Fund Family Name
    American Funds
  • Inception Date
    Feb 19, 2002
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Brady L. Enright

Fund Description


CWMBX - Performance

Return Ranking - Trailing

Period CWMBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 0.0% 34.9% N/A
1 Yr 15.3% -32.4% 13.9% N/A
3 Yr 7.9%* -14.0% 16.5% N/A
5 Yr 11.6%* -28.2% 12.0% N/A
10 Yr 5.9%* -10.1% 12.4% N/A

* Annualized

Return Ranking - Calendar

Period CWMBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -38.8% 15.7% N/A
2022 N/A -17.9% 37.3% N/A
2021 N/A -7.3% 28.2% N/A
2020 N/A -47.3% 0.6% N/A
2019 N/A -46.4% 75.9% N/A

Total Return Ranking - Trailing

Period CWMBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A 0.0% 34.9% N/A
1 Yr 10.3% -32.4% 14.3% N/A
3 Yr 6.8%* -11.8% 17.2% N/A
5 Yr 11.4%* -9.8% 14.0% N/A
10 Yr 5.9%* -3.6% 14.9% N/A

* Annualized

Total Return Ranking - Calendar

Period CWMBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -32.1% 15.7% N/A
2022 N/A -7.9% 38.3% N/A
2021 N/A -7.3% 29.2% N/A
2020 N/A -26.2% 4.7% N/A
2019 N/A -45.2% 78.4% N/A

CWMBX - Holdings

Concentration Analysis

CWMBX Category Low Category High CWMBX % Rank
Net Assets 89.6 B 1.47 M 118 B N/A
Number of Holdings 190 18 1750 N/A
Net Assets in Top 10 26.5 B 81.8 K 32.2 B N/A
Weighting of Top 10 31.86% 9.1% 73.6% N/A

Top 10 Holdings

  1. Microsoft Corp 5.90%
  2. The Home Depot Inc 3.87%
  3. Boeing Co 3.54%
  4. Verizon Communications Inc 3.25%
  5. Comcast Corp Class A 2.85%
  6. Lockheed Martin Corp 2.59%
  7. JPMorgan Chase & Co 2.58%
  8. Merck & Co Inc 2.48%
  9. Royal Dutch Shell PLC ADR Class B 2.43%
  10. Schlumberger Ltd 2.37%

Asset Allocation

Weighting Return Low Return High CWMBX % Rank
Stocks
96.32% 7.36% 118.00% N/A
Cash
2.25% -18.00% 52.24% N/A
Other
1.40% -0.42% 2.43% N/A
Bonds
0.03% 0.00% 44.69% N/A
Preferred Stocks
0.00% 0.00% 16.57% N/A
Convertible Bonds
0.00% 0.00% 73.71% N/A

Stock Sector Breakdown

Weighting Return Low Return High CWMBX % Rank
Technology
14.84% 0.00% 35.17% N/A
Industrials
14.22% 0.00% 35.51% N/A
Healthcare
12.64% 0.00% 25.25% N/A
Energy
11.88% 0.00% 20.59% N/A
Financial Services
11.79% 0.93% 42.53% N/A
Consumer Cyclical
9.30% 0.00% 42.25% N/A
Consumer Defense
7.19% 0.00% 22.04% N/A
Communication Services
7.16% 0.00% 11.89% N/A
Basic Materials
5.01% 0.00% 14.15% N/A
Utilities
2.28% 0.00% 72.94% N/A
Real Estate
0.00% 0.00% 33.69% N/A

Stock Geographic Breakdown

Weighting Return Low Return High CWMBX % Rank
US
88.75% 0.12% 118.00% N/A
Non US
7.57% 0.00% 99.44% N/A

Bond Sector Breakdown

Weighting Return Low Return High CWMBX % Rank
Cash & Equivalents
2.25% -18.00% 81.87% N/A
Government
0.03% 0.00% 6.84% N/A
Derivative
0.00% -0.06% 3.43% N/A
Securitized
0.00% 0.00% 25.79% N/A
Corporate
0.00% 0.00% 85.75% N/A
Municipal
0.00% 0.00% 1.28% N/A

Bond Geographic Breakdown

Weighting Return Low Return High CWMBX % Rank
US
0.03% 0.00% 35.74% N/A
Non US
0.00% 0.00% 8.95% N/A

CWMBX - Expenses

Operational Fees

CWMBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.46% 0.03% 8.83% N/A
Management Fee 0.24% 0.00% 1.20% N/A
12b-1 Fee 0.98% 0.00% 1.00% N/A
Administrative Fee 0.05% 0.01% 0.50% N/A

Sales Fees

CWMBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 1.00% 5.75% N/A
Deferred Load 5.00% 1.00% 5.50% N/A

Trading Fees

CWMBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

CWMBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 30.00% 0.00% 258.00% N/A

CWMBX - Distributions

Dividend Yield Analysis

CWMBX Category Low Category High CWMBX % Rank
Dividend Yield 0.00% 0.00% 0.10% N/A

Dividend Distribution Analysis

CWMBX Category Low Category High Category Mod
Dividend Distribution Frequency Quarterly Annually Monthly Quarterly

Net Income Ratio Analysis

CWMBX Category Low Category High CWMBX % Rank
Net Income Ratio 1.18% -2.85% 3.31% N/A

Capital Gain Distribution Analysis

CWMBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Distributions History

View More +

CWMBX - Fund Manager Analysis

Managers

Brady L. Enright


Start Date

Tenure

Tenure Rank

Jul 01, 2016

0.75

0.8%

Brady L. Enright is an equity portfolio manager at Capital Group. He has 24 years of investment experience and has been with Capital Group for 19 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. small-cap companies, as well as commercial services and supplies companies. Prior to joining Capital, Brady was an equity research analyst and portfolio manager for Provident Investment Counsel. He holds an MBA from Harvard Business School and a bachelor’s degree in biology from Stanford University. He also holds the Chartered Financial Analyst® designation. Brady is based in San Francisco.

Eric H. Stern


Start Date

Tenure

Tenure Rank

Nov 01, 2014

2.41

2.4%

Eric H. Stern is a portfolio manager at Capital Group. He has 26 years of investment experience and has been with Capital Group for 24 years. As an equity investment analyst at Capital, he covered U.S. health care, insurance, autos and life science companies. Before joining Capital, he served as an analyst in the mergers and acquisitions department of Morgan Stanley & Company. He holds an MBA from Stanford Graduate School of Business and a bachelor’s degree in business administration from the University of California, Berkeley graduating Phi Beta Kappa. Eric is based in Los Angeles.

Jeffrey T. Lager


Start Date

Tenure

Tenure Rank

Jul 01, 2004

12.76

12.8%

Jeffrey T. Lager is an equity portfolio manager at Capital Group. He has 21 years of investment experience and has been with Capital Group for 19 years. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. environmental services, IT & business services, technology hardware, IT outsourcing and transaction processing companies. Before joining Capital, Jeff was a manager of investment analysis at Medical Portfolio Management in Cambridge, Massachusetts, and an associate at the Boston Consulting Group in Boston. He holds an MBA from Stanford Graduate School of Business, where he was an Arjay Miller Scholar, as well as a master’s degree in sociology and a bachelor’s degree with distinction in decision analysis from Stanford University. He also holds the Chartered Financial Analyst® designation. Jeff is based in San Francisco.

J. David Carpenter


Start Date

Tenure

Tenure Rank

Jul 01, 2010

6.75

6.8%

David Carpenter is an equity portfolio manager at Capital Group. He has 21 years of investment experience and has been with Capital Group for 17 years. Prior to joining Capital, David was an investment analyst with Prudential Capital and an investment banking analyst with Prudential Securities. He holds an MBA in fi nance from the Anderson School of Management at the University of California, Los Angeles, and a bachelor’s degree in economics from the College of William and Mary. He holds the Chartered Financial Analyst® designation. David is based in Los Angeles.

Jin Lee


Start Date

Tenure

Tenure Rank

Jul 01, 2014

2.75

2.8%

Jin Lee is Investment professional for Capital Research and Management Company.

Alan N. Berro


Start Date

Tenure

Tenure Rank

Jul 01, 1997

19.76

19.8%

Alan N. Berro is an equity portfolio manager at Capital Group. He has 30 years of investment experience and has been with Capital Group for 25 years. In this prior role as an equity investment analyst at Capital, he covered U.S. utilities, capital goods and machinery companies. Before joining Capital, he was a portfolio manager and utilities analyst for Fidelity Management and Research Company in Boston. He holds an MBA from Harvard Business School and a bachelor’s degree in economics from UCLA graduating magna cum laude. He also holds the CPA and CFA. Alan is based in Los Angeles.

Gregory D. Johnson


Start Date

Tenure

Tenure Rank

Jul 01, 2001

15.76

15.8%

Gregory D. Johnson is an equity portfolio manager at Capital Group. He has 22 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered U.S. merchandising, retail, restaurant and footwear companies. He holds an MBA from Columbia Business School and a bachelor’s degree in political science from the University of California, Los Angeles. Greg is based in Los Angeles.

Alan J. Wilson


Start Date

Tenure

Tenure Rank

Jul 01, 2013

3.75

3.8%

Alan J. Wilson is a portfolio manager at Capital Group. He has 31 years of investment experience and has been with Capital Group for 25 years. As an equity investment analyst at Capital, he covered U.S. construction & housing, machinery & engineering, energy companies, personal care, and household products. Before joining Capital, Alan was a consultant with The Boston Consulting Group and an engineer with Texas Eastern Corp. He holds an MBA from Harvard Business School and a bachelor’s degree in civil engineering from Massachusetts Institute of Technology. Alan is based in Los Angeles.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 35.52 7.77 0.39