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Washington Mutual Investors Fund Class 529-c Shares: (MF: CWMCX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$63.85 USD

-0.26 (-0.41%)

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 8.58 19
3 months 8.45 33
6 months 8.58 19
1 Year 15.65 20
3 Year 15.88 31
5 Year 15.08 35
10 Year 11.45 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 91.64
Bear Market (10/07 - 2/09) -49.52
Bull Market (2/09 - 3/21) 716.62

Load Adjusted Returns as of Jun 30, 2025

1 Year 14.49
5 Year 15.07
10 Year 11.46
Since Inception 10.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.11 8.45 NA NA
2024 8.91 1.77 6.67 -0.16
2023 0.88 6.27 -2.35 11.06
2022 -2.14 -11.43 -6.26 11.37
2021 8.33 6.08 -0.64 11.58
2020 -21.67 16.22 5.62 11.17

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.5818.0516.27-9.5127.426.8924.57-3.7319.1712.44-1.18
% Total Return Rel to Index 2.38-6.96-9.978.68-1.25-11.51-6.910.66-2.610.50-2.57
% Total Return Rel to Peer 2.332.210.981.273.08-1.31-1.063.821.761.122.03
% Perf Quintile vs Peer* 0.000.003.003.002.003.004.001.002.003.002.00
% Dividends 0.160.360.510.370.370.490.510.470.420.440.39
% Yield 0.240.530.550.670.570.940.981.050.851.010.96
Capital Gains ($) 2.715.322.542.272.810.662.372.462.521.831.59
Expense Ratio 1.351.371.381.361.351.371.391.421.431.451.45

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