Nasdaq - Delayed Quote USD

WCM Quality Dividend Growth Inst (WCMYX)

9.62
+0.01
+(0.10%)
At close: May 16 at 8:02:20 PM EDT
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  • Previous Close 9.61
  • YTD Return -1.40%
  • Expense Ratio 0.99%
  • Category Large Value
  • Last Cap Gain 2.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.41M
  • Beta (5Y Monthly) --
  • Yield 3.32%
  • 5y Average Return --
  • Holdings Turnover 40.00%
  • Last Dividend 0.12
  • Inception Date Jul 28, 2023

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of U.S. and non-U.S. dividend-paying companies. The fund primarily invests in the common stock of U.S. companies, as well as depositary receipts of non-U.S. companies in developed market countries.

WCM Investment Management

Fund Family

Large Value

Fund Category

1.41M

Net Assets

2023-07-28

Inception Date

More about WCM Quality Dividend Growth Inst

Performance Overview: WCMYX

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Trailing returns as of 5/16/2025. Category is Large Value.

YTD Return

WCMYX
1.40%
Category
4.44%
 

1-Year Return

WCMYX
1.18%
Category
14.37%
 

3-Year Return

WCMYX
0.00%
Category
6.04%
 

5-Year Return

WCMYX
0.00%
Category
9.20%
 

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Holdings: WCMYX

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Sector Weightings

SectorWCMYX
Healthcare   17.02%
Financial Services   16.29%
Technology   11.58%
Energy   11.46%
Industrials   11.37%
Consumer Defensive   11.30%
Utilities   7.06%
Communication Services   6.18%
Consumer Cyclical   3.11%
Real Estate   2.78%
Basic Materials   1.86%
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Recent News: WCMYX

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Research Reports: WCMYX

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