Washington Mutual Investors Fund Quote
| CWMCX Fund | USD 65.18 0.89 1.38% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Washington Mutual is trading at 65.18 as of the 15th of December 2024; that is 1.38 percent increase since the beginning of the trading day. The fund's open price was 64.29. Washington Mutual has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 15th of November 2024 and ending today, the 15th of December 2024. 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
Moving together with Washington Mutual Fund
| 0.92 | AMECX | Income Fund | PairCorr |
| 0.94 | AMFCX | American Mutual | PairCorr |
| 0.95 | AMFFX | American Mutual | PairCorr |
| 0.66 | RNCCX | American Funds Income | PairCorr |
Moving against Washington Mutual Fund
Washington Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Large Blend, American Funds, Large Value, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Washington Mutual Investors [CWMCX] is traded in USA and was established 15th of December 2024. 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 minimum initial investment of 250. Washington Mutual is currently producing year-to-date (YTD) return of 19.47% with the current yeild of 0.01%, while the total return for the last 3 years was 8.82%.
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
| KO | The Coca Cola | Stock | Consumer Staples | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| 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 | 0.4612 | |||
| Semi Deviation | 0.4186 | |||
| Standard Deviation | 0.6041 | |||
| Variance | 0.3649 |
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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