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

(NASDAQ Mutual Funds) As of Nov 14, 2025 05:27 PM ET

$65.93 USD

-0.09 (-0.14%)

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

3-Hold 3

View All Zacks Mutual Fund Rank #1's

Zacks Mutual Funds Categories Large Cap Value

Latest Performance as of Oct 31, 2025

	Total Return %*	Percentile Rank Objective
YTD	14.58	34
3 months	4.28	57
6 months	15.59	40
1 Year	15.97	33
3 Year	17.47	31
5 Year	16.28	28
10 Year	12.40	25

* 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)	835.22

Load Adjusted Returns as of Oct 31, 2025

1 Year	14.33
5 Year	15.52
10 Year	13.30
Since Inception	11.54

Quarterly Return

	1st Qtr.	2nd Qtr.	3rd Qtr.	4th Qtr.
2025	0.24	8.59	5.06	NA
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
2020	-21.58	16.37	5.75	11.32

Chart for Washington Mutual Investors Fund Class 529-e Shares CWMEX

Zacks Premium Research for CWMEX

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

Hold 3

MF Report

Annual Return

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
% Total Return	14.58	18.67	16.86	-9.04	28.09	7.43	25.20	-3.25	19.79	13.04	-0.65
% Total Return Rel to Index	-2.62	-6.34	-9.37	9.16	-0.59	-10.96	-6.28	1.13	-2.00	1.10	-2.04
% Total Return Rel to Peer	2.05	2.83	1.58	1.74	3.74	-0.77	-0.43	4.30	2.38	1.71	2.56
% Perf Quintile vs Peer*	0.00	0.00	2.00	3.00	2.00	3.00	3.00	1.00	2.00	3.00	2.00
% Dividends	0.48	0.69	0.80	0.66	0.66	0.74	0.74	0.71	0.71	0.65	0.60
% Yield	0.68	1.01	1.07	1.20	1.02	1.43	1.43	1.59	1.44	1.49	1.47
Capital Gains ($)	2.71	5.32	2.54	2.27	2.81	0.66	2.37	2.46	2.52	1.83	1.59
Expense Ratio	0.83	0.85	0.85	0.85	0.85	0.85	0.89	0.89	0.90	0.92	0.92

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