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

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

$66.41 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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 14.79 33
3 months 4.35 56
6 months 15.73 40
1 Year 16.22 33
3 Year 17.73 29
5 Year 16.54 26
10 Year 12.65 23

* 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) 875.61

Load Adjusted Returns as of Oct 31, 2025

1 Year 14.58
5 Year 15.77
10 Year 13.55
Since Inception 11.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.28 8.65 5.12 NA
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
2020 -21.54 16.42 5.83 11.37

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.7918.9217.15-8.8428.347.6625.48-3.0120.0513.32-0.39
% Total Return Rel to Index -2.41-6.09-9.099.36-0.33-10.73-6.001.37-1.741.38-1.78
% Total Return Rel to Peer 2.263.081.861.944.00-0.54-0.154.542.641.992.82
% Perf Quintile vs Peer* 0.000.002.003.002.003.003.001.002.003.002.00
% Dividends 0.580.820.920.780.780.840.840.810.810.750.71
% Yield 0.791.171.251.381.171.571.591.781.601.671.69
Capital Gains ($) 2.715.322.542.272.810.662.372.462.521.831.59
Expense Ratio 0.620.630.630.630.640.640.660.670.670.660.66

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