WaFd, Inc.

Frequently Asked Questions About WAFD

What does WAFD invest in?

WaFd, Inc. delivers a comprehensive suite of banking and financial services, encompassing lending, deposit accounts, and insurance, primarily catering to individual consumers. Beyond retail banking, the company also serves the financial needs of mid-sized to large businesses, as well as owners and developers within the commercial real estate sector. Established on November 15, 1994, WaFd, Inc. maintains its headquarters in Seattle, Washington.

What is the expense ratio of WAFD?

An expense ratio for WaFd, Inc. (WAFD) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is WAFD?

WaFd, Inc. (WAFD) manages $2.73B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WAFD actively managed or an index fund?

WAFD's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WAFD launched?

WaFd, Inc. (WAFD) launched in November 1982 and is managed by the fund issuer.

How has WAFD performed?

WAFD's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.