Nasdaq - Delayed Quote USD
WCM Mid Cap Quality Value Investor (WMIDX)
11.36
-0.32
(-2.74%)
At close: 8:02:49 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.27% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | -- |
| Best 1Y Total Return (May 21, 2025) | 28.72% |
| Worst 1Y Total Return (May 21, 2025) | -- |
| Best 3Y Total Return | 28.72% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WMIDX
Category
- YTD
- -9.49%
- 17.04%
- 1-Month
- -4.36%
- -0.01%
- 3-Month
- -12.87%
- 5.47%
- 1-Year
- -4.54%
- 50.44%
- 3-Year
- 0.00%
- 13.15%
- 5-Year
- 0.00%
- 13.75%
- 10-Year
- 0.00%
- 11.35%
- Last Bull Market
- 12.85%
- 25.95%
- Last Bear Market
- 0.00%
- -22.55%
Annual Total Return (%) History
Year
WMIDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.36% | -- | -- | -- |
| 2024 | 10.40% | -5.10% | 7.57% | -3.15% |
| 2023 | 7.87% | 10.20% | -4.26% | 13.10% |
| 2022 | 6.92% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 88 |
| 1-Month | 99 |
| 3-Month | 86 |
| 1-Year | 98 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -4.54% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -6.27% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 88 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | WCM Investment Management |
| Net Assets | 4.51M |
| YTD Return | -9.49% |
| Yield | 0.05% |
| Morningstar Rating | -- |
| Inception Date | Nov 29, 2024 |
Fund Summary
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”).
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