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American Funds Washington Mutual 529-F-2FWMMX

Performance (before sales charge)

As of 02/28/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 12/31/2022
Stock
87.59%
Non-U.S. Stock
7.90%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.26%
Convertible
0.00%
Cash
4.25%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 12/31/2022

Basic materials

2.25%

Consumer cyclical

6.91%

Financial services

14.72%

Real estate

1.28%

Consumer defensive

7.84%

Health care

22.15%

Utilities

2.71%

Communication services

4.03%

Energy

5.89%

Industrials

11.72%

Technology

16.00%

Top 10 holdings

As of 12/31/2022

Broadcom Inc
5.44%
Microsoft Corp
4.65%
Capital Group Central Cash Fund
4.27%
UnitedHealth Group Inc
3.97%
Pfizer Inc
2.77%
Comcast Corp Class A
2.34%
Marsh & McLennan Companies Inc
2.33%
CVS Health Corp
2.02%
Northrop Grumman Corp
1.97%
The Home Depot Inc
1.92%
Fund assets

$148.81 Billion

Share class

Other

Morningstar category

Large Blend

Expense ratio

0.36%

Investment objective

Growth and Income

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