Back to top
more

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

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:18 PM ET

$68.72 USD

+0.35 (0.51%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.97 71
3 months 5.00 39
6 months 7.08 66
1 Year 16.01 73
3 Year 17.04 33
5 Year 12.24 22
10 Year 13.15 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) 951.79

Load Adjusted Returns as of Jul 31, 2026

1 Year 11.40
5 Year 11.41
10 Year 12.86
Since Inception 11.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.19 10.81 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 8.9617.1318.9517.18-8.8328.407.6725.48-3.0020.0713.32
% Total Return Rel to Index -2.92-1.08-6.06-9.069.37-0.27-10.73-6.001.38-1.711.38
% Total Return Rel to Peer -2.732.083.111.901.954.06-0.53-0.154.552.662.00
% Perf Quintile vs Peer* 4.002.002.002.003.002.003.003.001.002.003.00
% Dividends 0.390.860.840.930.800.790.850.850.820.820.75
% Yield 0.551.181.221.331.431.221.621.631.821.651.70
Capital Gains ($) 2.595.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.590.590.610.610.600.620.630.650.650.660.68

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