Washington Mutual Investors Fund Quote
| CWMFX Fund | USD 61.34 0.07 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Washington Mutual is trading at 61.34 as of the 23rd of March 2025; that is 0.11% down since the beginning of the trading day. The fund's open price was 61.41. Washington Mutual has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
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.. More on Washington Mutual Investors
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Washington Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Large Blend, American Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
Washington Mutual Investors [CWMFX] is traded in USA and was established 23rd of March 2025. Washington Mutual is listed under American Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Funds family. This fund currently has accumulated 110.28 B in assets under management (AUM) with no minimum investment requirementsWashington Mutual is currently producing year-to-date (YTD) return of 0.04% with the current yeild of 0.01%, while the total return for the last 3 years was 11.33%.
Check Washington Mutual Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Washington Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Washington Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Washington Mutual Investors Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Washington Mutual Investors Mutual Fund Constituents
| SLB | Schlumberger NV | Stock | Energy | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NOC | Northrop Grumman | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care |
Washington Mutual Risk Profiles
| Mean Deviation | 0.7476 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Risk Adjusted Performance | (0.07) |
Washington Mutual Against Markets
Other Information on Investing in Washington Mutual Fund
Washington Mutual financial ratios help investors to determine whether Washington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Washington with respect to the benefits of owning Washington Mutual security.
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