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Washington Mutual Investors Fund Class 529-e Shares: (MF: CWMEX)

(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET

$63.52 USD

-0.34 (-0.53%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 8.85 17
3 months 8.59 32
6 months 8.85 17
1 Year 16.25 14
3 Year 16.49 28
5 Year 15.67 27
10 Year 12.03 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 96.69
Bear Market (10/07 - 2/09) -49.18
Bull Market (2/09 - 3/21) 788.48

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.25
5 Year 15.67
10 Year 12.03
Since Inception 11.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.24 8.59 NA NA
2024 9.06 1.89 6.82 -0.03
2023 1.02 6.40 -2.21 11.19
2022 -2.03 -11.31 -6.12 11.52
2021 8.47 6.22 -0.52 11.74
2020 -21.58 16.37 5.75 11.32

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.8518.6716.86-9.0428.097.4325.20-3.2519.7913.04-0.65
% Total Return Rel to Index 2.65-6.34-9.379.16-0.59-10.96-6.281.13-2.001.10-2.04
% Total Return Rel to Peer 2.602.831.581.743.74-0.77-0.434.302.381.712.56
% Perf Quintile vs Peer* 0.000.002.003.002.003.003.001.002.003.002.00
% Dividends 0.320.690.800.660.660.740.740.710.710.650.60
% Yield 0.481.011.081.201.021.431.431.591.441.491.47
Capital Gains ($) 2.715.322.542.272.810.662.372.462.521.831.59
Expense Ratio 0.830.850.850.850.850.850.890.890.900.920.92

* 1 = Top 20%, 5 = Bottom 20%