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Washington Mutual Investors Fund Class R-1 Shares: (MF: RWMAX)

(NASDAQ Mutual Funds) As of Sep 26, 2025 08:00 PM ET

$65.74 USD

+0.41 (0.63%)

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 Aug 31, 2025

Total Return %* Percentile Rank Objective
YTD 11.87 22
3 months 7.48 54
6 months 7.64 36
1 Year 13.27 30
3 Year 16.39 28
5 Year 14.04 30
10 Year 12.30 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 92.22
Bear Market (10/07 - 2/09) -49.45
Bull Market (2/09 - 3/21) 746.89

Load Adjusted Returns as of Aug 31, 2025

1 Year 15.66
5 Year 15.09
10 Year 11.48
Since Inception 11.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.10 8.45 NA NA
2024 8.90 1.77 6.67 -0.14
2023 0.92 6.27 -2.35 11.06
2022 -2.15 -11.41 -6.25 11.37
2021 8.32 6.11 -0.65 11.60
2020 -21.68 16.25 5.61 11.17

Annual Return

20252024202320222021202020192018201720162015
% Total Return 11.8718.0616.32-9.5027.446.8924.54-3.7019.1812.52-1.12
% Total Return Rel to Index 1.08-6.95-9.928.70-1.24-11.50-6.940.68-2.610.58-2.51
% Total Return Rel to Peer 1.812.221.041.283.10-1.31-1.093.851.771.192.09
% Perf Quintile vs Peer* 0.000.002.003.002.003.004.001.002.003.002.00
% Dividends 0.170.380.540.390.380.510.510.470.490.460.41
% Yield 0.230.550.570.690.580.970.971.040.981.040.99
Capital Gains ($) 2.715.322.542.272.810.662.372.462.521.831.59
Expense Ratio 1.341.351.341.351.351.351.391.391.391.391.38

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