Nasdaq - Delayed Quote USD

WCM Mid Cap Quality Value Institutional (WCMAX)

11.38
-0.32
(-2.74%)
At close: 8:02:48 PM EDT
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  • Previous Close 11.70
  • YTD Return -9.40%
  • Expense Ratio 0.73%
  • Category Mid-Cap Blend
  • Last Cap Gain 5.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 4.51M
  • Beta (5Y Monthly) --
  • Yield 0.32%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.04
  • Inception Date Nov 29, 2024

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid capitalization companies. The fund primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts (“REITs”).

WCM Investment Management

Fund Family

Mid-Cap Blend

Fund Category

4.51M

Net Assets

2024-11-29

Inception Date

More about WCM Mid Cap Quality Value Institutional

Performance Overview: WCMAX

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Trailing returns as of 5/21/2025. Category is Mid-Cap Blend.

YTD Return

WCMAX
9.40%
Category
17.04%
 

1-Year Return

WCMAX
4.30%
Category
50.44%
 

3-Year Return

WCMAX
0.00%
Category
13.15%
 

5-Year Return

WCMAX
0.00%
Category
13.75%
 

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Holdings: WCMAX

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Sector Weightings

SectorWCMAX
Industrials   31.06%
Technology   22.32%
Financial Services   14.18%
Consumer Cyclical   10.14%
Healthcare   9.33%
Real Estate   7.52%
Basic Materials   5.46%
Consumer Defensive   0.00%
Communication Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WCMAX

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Research Reports: WCMAX

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