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Washington Mutual Investors Fund Class R-2 Shares: (MF: RWMBX)

(NASDAQ Mutual Funds) As of Sep 12, 2025 08:00 PM ET

$65.37 USD

-0.24 (-0.37%)

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 Aug 31, 2025

Total Return %* Percentile Rank Objective
YTD 11.89 22
3 months 7.48 53
6 months 7.65 36
1 Year 13.28 30
3 Year 16.39 28
5 Year 14.03 31
10 Year 12.29 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 92.40
Bear Market (10/07 - 2/09) -49.48
Bull Market (2/09 - 3/21) 747.44

Load Adjusted Returns as of Aug 31, 2025

1 Year 15.64
5 Year 15.08
10 Year 11.47
Since Inception 11.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.10 8.45 NA NA
2024 8.90 1.77 6.68 -0.16
2023 0.90 6.27 -2.35 11.08
2022 -2.17 -11.42 -6.26 11.39
2021 8.31 6.10 -0.65 11.61
2020 -21.69 16.24 5.61 11.18

Annual Return

20252024202320222021202020192018201720162015
% Total Return 11.8918.0516.30-9.5227.436.8924.53-3.7219.2012.54-1.08
% Total Return Rel to Index 1.10-6.96-9.948.68-1.24-11.50-6.950.66-2.590.60-2.47
% Total Return Rel to Peer 1.822.211.021.263.09-1.31-1.103.831.791.222.13
% Perf Quintile vs Peer* 0.000.002.003.002.003.004.001.002.003.002.00
% Dividends 0.170.380.540.390.380.520.510.480.500.470.43
% Yield 0.240.550.580.690.590.980.981.070.991.051.04
Capital Gains ($) 2.715.322.542.272.810.662.372.462.521.831.59
Expense Ratio 1.351.351.361.351.371.381.391.391.391.361.34

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