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Washington Mutual Investors Fund Class 529-e Shares: (MF: CWMEX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:21 PM ET

$67.00 USD

-0.03 (-0.04%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.15 71
3 months 10.73 50
6 months 7.15 71
1 Year 15.01 75
3 Year 17.33 37
5 Year 11.91 28
10 Year 12.98 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 96.69
Bear Market (10/07 - 2/09) -49.18
Bull Market (2/09 - 3/21) 907.64

Load Adjusted Returns as of Jun 30, 2026

1 Year 15.00
5 Year 11.91
10 Year 12.98
Since Inception 11.55

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.23 10.73 NA NA
2025 0.24 8.59 5.06 2.15
2024 9.06 1.89 6.82 -0.03
2023 1.02 6.40 -2.21 11.19
2022 -2.03 -11.31 -6.12 11.52
2021 8.47 6.22 -0.52 11.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.1516.8318.6716.86-9.0428.097.4325.20-3.2519.7913.04
% Total Return Rel to Index -5.60-1.38-6.34-9.379.16-0.59-10.96-6.281.13-2.001.10
% Total Return Rel to Peer -3.321.782.831.581.743.74-0.77-0.434.302.381.71
% Perf Quintile vs Peer* 5.002.002.002.003.002.003.003.001.002.003.00
% Dividends 0.310.700.690.800.660.660.740.740.710.710.65
% Yield 0.920.971.011.091.201.021.431.431.591.441.49
Capital Gains ($) 2.595.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.840.830.850.850.850.850.850.890.890.900.92

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