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Washington Mutual Investors Fund Class 529-a Shares: (MF: CWMAX)

(NASDAQ Mutual Funds) As of Jul 10, 2026 05:24 PM ET

$67.14 USD

+0.16 (0.24%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.76 80
3 months 2.83 60
6 months 5.19 86
1 Year 18.65 70
3 Year 19.06 36
5 Year 11.81 28
10 Year 13.25 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.12
Bear Market (10/07 - 2/09) -48.98
Bull Market (2/09 - 3/21) 951.80

Load Adjusted Returns as of May 31, 2026

1 Year 9.24
5 Year 10.49
10 Year 12.09
Since Inception 11.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.19 NA NA NA
2025 0.29 8.66 5.13 2.22
2024 9.12 1.95 6.87 0.03
2023 1.09 6.47 -2.15 11.26
2022 -1.97 -11.26 -6.08 11.59
2021 8.53 6.30 -0.46 11.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.7617.1318.9517.18-8.8328.407.6725.48-3.0020.0713.32
% Total Return Rel to Index -1.92-1.08-6.06-9.069.37-0.27-10.73-6.001.38-1.711.38
% Total Return Rel to Peer -2.802.083.111.901.954.06-0.53-0.154.552.662.00
% Perf Quintile vs Peer* 5.002.002.002.003.002.003.003.001.002.003.00
% Dividends 0.190.860.840.930.800.790.850.850.820.820.75
% Yield 0.281.181.241.331.431.221.621.631.821.651.70
Capital Gains ($) 0.005.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.000.590.610.610.600.620.630.650.650.660.68

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