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Nasdaq - Delayed Quote USD
American Funds Washington Mutual 529-F-3 (FWWMX)
61.63
+0.10
+(0.16%)
At close: 8:06:01 AM EDT
Top 10 Holdings (29.98% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorFWWMX
Technology 24.19%
Financial Services 18.32%
Healthcare 13.79%
Industrials 10.13%
Consumer Defensive 7.97%
Consumer Cyclical 7.51%
Communication Services 5.30%
Energy 4.20%
Utilities 3.50%
Real Estate 2.71%
Basic Materials 2.37%
Overall Portfolio Composition (%)
| Cash | 2.38% |
| Stocks | 97.33% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.29% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | FWWMX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.24 | 0.21 |
| Price/Sales | 0.35 | 0.4 |
| Price/Cashflow | 0.06 | 0.06 |
| Median Market Cap | 218,081.59 | 335,222.28 |
| 3 Year Earnings Growth | 13.29 | 21.25 |
Bond Holdings
| Average | FWWMX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 0.37% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | American Funds |
| Net Assets | 195.59B |
| YTD Return | 4.11% |
| Yield | 1.46% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
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.
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