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

Performance Overview

Morningstar Return Rating --
YTD Return 1.14%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down --
Best 1Y Total Return (May 16, 2025) 5.04%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 5.04%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WCMYX
Category
YTD
-1.40%
4.44%
1-Month
-3.61%
-4.04%
3-Month
-3.31%
4.09%
1-Year
1.18%
14.37%
3-Year
0.00%
6.04%
5-Year
0.00%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
9.12%
22.97%
Last Bear Market
0.00%
-11.27%

Annual Total Return (%) History

Year
WCMYX
Category
2025
--
--
2024
5.04%
--
2023
--
11.63%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.30% -- -- --
2024 5.27% -1.89% 6.87% -4.84%
2023 6.70% -- -- --

Rank in Category (By Total Return)

YTD 46
1-Month 69
3-Month 19
1-Year 95
3-Year --
5-Year --

Load Adjusted Returns

1-Year 1.18%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 1.14%
5y Average Return 0.00%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Large Value
Fund Family WCM Investment Management
Net Assets 1.41M
YTD Return -1.40%
Yield 3.32%
Morningstar Rating --
Inception Date Jul 28, 2023

Fund Summary

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.

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