Nasdaq - Delayed Quote USD

WCM SMID Quality Val Fd Investor (WCMJX)

10.88
-0.02
(-0.18%)
As of 8:07:21 AM EDT. Market Open.
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  • Previous Close 10.90
  • YTD Return -10.70%
  • Expense Ratio 1.15%
  • Category Small Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 60.63M
  • Beta (5Y Monthly) 1.05
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend --
  • Inception Date Oct 30, 2019

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small- and mid- capitalization companies the fund's advisor believes to be undervalued. It 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

Small Blend

Fund Category

60.63M

Net Assets

2019-10-30

Inception Date

More about WCM SMID Quality Val Fd Investor

Performance Overview: WCMJX

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Trailing returns as of 5/8/2025. Category is Small Blend.

YTD Return

WCMJX
10.70%
Category
20.19%
 

1-Year Return

WCMJX
4.06%
Category
60.18%
 

3-Year Return

WCMJX
6.60%
Category
11.32%
 

5-Year Return

WCMJX
11.53%
Category
13.88%
 

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Holdings: WCMJX

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Sector Weightings

SectorWCMJX
Industrials   33.54%
Technology   21.38%
Healthcare   10.92%
Financial Services   10.84%
Consumer Cyclical   10.30%
Basic Materials   5.37%
Real Estate   4.31%
Consumer Defensive   3.34%
Communication Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WCMJX

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Research Reports: WCMJX

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