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Washington Mutual Fd Invs Fd Cl C Shs: (MF: WSHCX)

(NASDAQ Mutual Funds) As of Jul 10, 2026 05:24 PM ET

$65.91 USD

+0.16 (0.24%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.45 82
3 months 2.65 62
6 months 4.81 90
1 Year 17.79 75
3 Year 18.20 46
5 Year 11.01 34
10 Year 12.44 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 92.56
Bear Market (10/07 - 2/09) -49.47
Bull Market (2/09 - 3/21) 829.64

Load Adjusted Returns as of May 31, 2026

1 Year 11.14
5 Year 10.46
10 Year 11.68
Since Inception 7.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.34 NA NA NA
2025 0.11 8.46 4.95 2.03
2024 8.92 1.78 6.69 -0.15
2023 0.90 6.27 -2.33 11.06
2022 -2.13 -11.42 -6.25 11.40
2021 8.31 6.11 -0.62 11.59

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.4516.2818.1116.32-9.4627.466.9224.61-3.7019.2412.49
% Total Return Rel to Index -2.16-1.93-6.91-9.928.73-1.21-11.47-6.870.68-2.550.55
% Total Return Rel to Peer -3.041.232.271.041.323.12-1.28-1.023.851.831.17
% Perf Quintile vs Peer* 5.003.002.002.003.002.003.004.001.002.003.00
% Dividends 0.080.400.390.550.410.400.530.530.500.500.47
% Yield 0.110.550.570.610.730.611.001.011.101.001.05
Capital Gains ($) 0.005.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.001.311.321.321.321.331.331.351.371.381.38

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