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CWMFX American Funds Washington Mutual 529F1

  • Fund
  • CWMFX
  • Price as of: Dec 12, 2018
  • $44.12
  • + $0.26
  • + 0.59%
  • Category
  • Large Cap Value Equities

CWMFX - Profile

Vitals

  • YTD Return -2.9%
  • 3 Yr Annualized Return 12.3%
  • 5 Yr Annualized Return 10.4%
  • Net Assets $109 B
  • Holdings in Top 10 29.3%

52 WEEK LOW AND HIGH

$44.12
$43.09
$48.56

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.42%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 25.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$250

IRA

$25

Investment Themes

CATEGORY

Large Cap Value Equities
  • Fund Type Open End Mutual Fund
  • Investment Style Large Blend

Distributions

  • YTD Total Return -2.9%
  • 3 Yr Annualized Total Return 12.3%
  • 5 Yr Annualized Total Return 10.4%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 2.10%
DIVIDENDS
  • Dividend Yield 0.9%
  • Dividend Distribution Frequency Quarterly

Fund Details

  • Legal Name American Funds Washington Mutual Investors Fund
  • Fund Family Name American Funds
  • Inception Date Sep 16, 2002
  • Shares Outstanding N/A
  • Share Class Other
  • Currency USD
  • Domiciled Country United States
  • Manager Jeffrey T. Lager

Fund Description

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.

CWMFX - Performance

Return Ranking - Trailing

Period CWMFX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD -2.9% -92.4% 21.9% 23.29% 2
1 Yr 6.9% -47.2% 35.5% 19.94% 1
3 Yr 12.3% * -15.3% 16.3% 4.34% 1
5 Yr 10.4% * -4.2% 15.6% 10.38% 1
10 Yr 13.3% * -0.5% 18.4% 11.94% 1

* Annualized


Return Ranking - Calendar

Period CWMFX Return Category Return Low Category Return High Rank in Category (%) Quintile
2017 11.4% -40.1% 138.1% 29.85% 2
2016 6.5% -22.6% 180.5% 66.60% 4
2015 -6.2% -47.3% 35.3% 29.02% 2
2014 3.8% -46.4% 33.9% 52.60% 3
2013 26.3% -13.6% 45.0% 46.42% 3

Total Return Ranking - Trailing

Period CWMFX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD -2.9% -100.0% 21.9% 22.95% 2
1 Yr 6.9% -51.7% 110.4% 17.85% 1
3 Yr 12.3% * -11.2% 19.9% 4.14% 1
5 Yr 10.4% * -4.2% 15.6% 9.75% 1
10 Yr 13.3% * 2.0% 18.4% 11.47% 1

* Annualized


Total Return Ranking - Calendar

Period CWMFX Return Category Return Low Category Return High Rank in Category (%) Quintile
2017 11.4% -23.8% 138.1% 30.37% 2
2016 8.2% -22.5% 187.5% 66.87% 4
2015 -0.2% -26.0% 57.4% 15.49% 1
2014 13.3% -14.3% 70.7% 38.66% 2
2013 42.2% -21.5% 289.2% 35.84% 2

NAV & Total Return History

CWMFX - Holdings

Filings data as of: Sep 30, 2018

Concentration Analysis

CWMFX Category Low Category High CWMFX % Rank Quintile
Net Assets 109 B 98.9 K 105 B 0.10% 1
Number of Holdings 197 1 1128 3.90% 1
Net Assets in Top 10 30.6 B 0 30.6 B 0.10% 1
Weighting of Top 10 29.3% 0.0% 100.1% 15.51% 3

Top 10 Holdings

  1. Microsoft Corp 6.22%
  2. The Home Depot Inc 3.57%
  3. Boeing Co 2.74%
  4. Verizon Communications Inc 2.21%
  5. Lockheed Martin Corp 2.23%
  6. Intel Corp 2.76%
  7. Royal Dutch Shell PLC ADR Class B 2.54%
  8. Merck & Co Inc 2.48%
  9. Broadcom Inc 2.33%
  10. DowDuPont Inc 2.25%

Asset Allocation

Weighting Category Low Category High CWMFX % Rank Quintile
Stocks
94.87% 0.00% 115.29% 21.69% 5
Cash
4.61% -15.29% 100.00% 5.42% 1
Other
0.53% -0.92% 16.94% 3.14% 1
Preferred Stocks
0.00% 0.00% 14.45% 4.19% 5
Convertible Bonds
0.00% 0.00% 71.29% 1.62% 5
Bonds
0.00% -0.14% 66.56% 4.66% 5

Stock Sector Breakdown

Weighting Category Low Category High CWMFX % Rank Quintile
Technology
16.73% 0.00% 36.21% 4.29% 1
Financial Services
15.82% 0.00% 40.84% 25.55% 4
Healthcare
14.35% 0.00% 29.91% 14.68% 3
Industrials
11.84% 0.00% 38.69% 7.63% 2
Energy
10.72% 0.00% 24.98% 11.63% 2
Consumer Cyclical
7.05% 0.00% 40.56% 17.73% 3
Consumer Defense
5.92% -3.22% 30.39% 20.31% 4
Communication Services
4.40% 0.00% 15.05% 12.20% 3
Basic Materials
4.08% 0.00% 19.64% 7.63% 2
Utilities
2.63% 0.00% 66.03% 19.45% 4
Real Estate
1.33% 0.00% 28.87% 16.87% 4

Stock Geographic Breakdown

Weighting Category Low Category High CWMFX % Rank Quintile
US
86.97% 0.00% 114.42% 22.55% 4
Non US
7.90% 0.00% 99.16% 11.32% 2

CWMFX - Expenses

Operational Fees

CWMFX Fees (% of AUM) Category Low Category High Rank in Category (%) Quintile
Expense Ratio 0.42% 0.03% 21.67% 21.88% 1
Management Fee 0.23% 0.00% 1.20% 6.28% 1
12b-1 Fee 0.00% 0.00% 1.00% 3.28% 1
Administrative Fee 0.05% 0.00% 0.50% 5.01% 1

Sales Fees

CWMFX Fees (% of AUM) Category Low Category High CWMFX Rank Quintile
Front Load N/A 1.00% 5.75% N/A N/A
Deferred Load N/A 1.00% 5.50% N/A N/A

Trading Fees

CWMFX Fees (% of AUM) Category Low Category High CWMFX Rank Quintile
Max Redemption Fee N/A 0.50% 2.00% N/A N/A

Turnover 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.

CWMFX Fees (% of AUM) Category Low Category High CWMFX Rank Quintile
Turnover 25.00% 0.00% 258.00% 12.75% 2

CWMFX - Distributions

Dividend Yield Analysis

CWMFX Category Low Category High CWMFX % Rank Quintile
Dividend Yield 0.9% 0.00% 5.19% 3.36% 1

Dividend Distribution Analysis

CWMFX Category Low Category High Category Mode
Dividend Distribution Frequency Quarterly Annually Monthly Annually

Dividend Payout History


Net Income Ratio Analysis

CWMFX Category Low Category High CWMFX % Rank Quintile
Net Income Ratio 2.10% -2.57% 3.65% 6.18% 1

Capital Gain Distribution Analysis

CWMFX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Daily Annually

CWMFX - Managers

Jeffrey T. Lager

Manager

Start Date

Jul 01, 2004

Tenure

14.42

Tenure Rank

3.2%

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.


Alan N. Berro

Manager

Start Date

Jul 01, 1997

Tenure

21.43

Tenure Rank

0.9%

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.


Alan J. Wilson

Manager

Start Date

Jul 01, 2013

Tenure

5.42

Tenure Rank

9.5%

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.


Eric H. Stern

Manager

Start Date

Nov 01, 2014

Tenure

4.08

Tenure Rank

11.1%

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.


Brady L. Enright

Manager

Start Date

Jul 01, 2016

Tenure

2.42

Tenure Rank

13.3%

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.


Jin Lee

Manager

Start Date

Jul 01, 2014

Tenure

4.42

Tenure Rank

10.7%

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


Mark L. Casey

Manager

Start Date

Jul 01, 2018

Tenure

0.42

Tenure Rank

15.5%

Mr. Casey is a partner of Capital World Investors, one of Capital Research and Management Company's equity investment division, sice 2000, all with Capital Research and Management Company or affiliate.


Tenure Analysis

Category Low

0.0

Category High

34.9

Category Average

7.4

Category Mode

0.5