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Washington Mutual Invs Fund Cl F-1 Shs: (MF: WSHFX)

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

$67.53 USD

-0.02 (-0.03%)

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 7.27 71
3 months 10.81 49
6 months 7.27 71
1 Year 15.26 74
3 Year 17.59 34
5 Year 12.16 24
10 Year 13.23 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 100.34
Bear Market (10/07 - 2/09) -48.95
Bull Market (2/09 - 3/21) 952.35

Load Adjusted Returns as of Jun 30, 2026

1 Year 15.26
5 Year 12.16
10 Year 13.23
Since Inception 11.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.19 10.81 NA NA
2025 0.28 8.65 5.12 2.21
2024 9.12 1.95 6.86 0.02
2023 1.07 6.48 -2.16 11.26
2022 -1.97 -11.27 -6.08 11.59
2021 8.51 6.28 -0.46 11.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.2717.0818.9217.15-8.8428.347.6625.48-3.0120.0513.32
% Total Return Rel to Index -5.51-1.13-6.09-9.099.36-0.33-10.73-6.001.37-1.741.38
% Total Return Rel to Peer -3.232.023.081.861.944.00-0.54-0.154.542.641.99
% Perf Quintile vs Peer* 5.002.002.002.003.002.003.003.001.002.003.00
% Dividends 0.380.840.820.920.780.780.840.840.810.810.75
% Yield 1.071.131.171.271.381.171.571.591.781.601.67
Capital Gains ($) 2.595.685.322.542.272.810.662.372.462.521.83
Expense Ratio 0.620.620.630.630.630.640.640.660.670.670.66

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