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Washington Mutual Investors Fund Class R-3 Shares: (MF: RWMCX)

(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET

$62.92 USD

-0.70 (-1.10%)

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 8.82 17
3 months 8.58 32
6 months 8.82 17
1 Year 16.15 15
3 Year 16.40 29
5 Year 15.59 28
10 Year 11.96 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 96.86
Bear Market (10/07 - 2/09) -49.16
Bull Market (2/09 - 3/21) 783.61

Load Adjusted Returns as of Jun 30, 2025

1 Year 16.15
5 Year 15.59
10 Year 11.97
Since Inception 11.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.21 8.58 NA NA
2024 9.03 1.88 6.79 -0.04
2023 1.02 6.39 -2.25 11.20
2022 -2.04 -11.31 -6.16 11.49
2021 8.43 6.23 -0.54 11.72
2020 -21.59 16.36 5.73 11.28

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.8218.5716.83-9.1127.997.3625.11-3.2919.7113.01-0.67
% Total Return Rel to Index 2.61-6.44-9.419.08-0.68-11.03-6.371.09-2.081.07-2.06
% Total Return Rel to Peer 2.562.731.551.673.65-0.84-0.524.262.301.692.53
% Perf Quintile vs Peer* 0.000.002.003.002.003.004.001.002.003.002.00
% Dividends 0.300.650.770.630.620.710.710.680.690.640.59
% Yield 0.430.930.991.100.941.341.351.501.361.431.42
Capital Gains ($) 2.715.322.542.272.810.662.372.462.521.831.59
Expense Ratio 0.910.910.910.910.920.930.940.940.950.950.94

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