Nasdaq - Delayed Quote USD

WCM Mid Cap Quality Value Investor (WMIDX)

11.36
-0.32
(-2.74%)
At close: 8:02:49 PM EDT

Investment Information

Min Initial Investment
10,000,000
Min Initial Investment, IRA
100,000
Min Initial Investment, AIP
100,000
Min Subsequent Investment
10,000,000
Min Subsequent Investment, IRA
1,000
Min Subsequent Investment, AIP
1,000

Broker Availability

  • Mutual Of Omaha Investor Services Inc
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • UBS Financial Services Inc
  • Protected Investors of America
  • Comerica Bank
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • EP Fee Small
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • Vanguard
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • Edward Jones
  • LPL SAM Eligible - 10.24.2024
  • Nationwide Retirement Innovator
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • DATALynx
  • DATALynx NTF
  • DATALynx NAV
  • Ameriprise Brokerage
  • Federated TrustConnect NTF
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • CommonWealth Core
  • CommonWealth NTF
  • Vanguard NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Raymond James
  • Raymond James WRAP Eligible
  • Raymond James Recommended
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • Robert W. Baird & Co.
  • DATALynx IMS
  • Bear Stearns Load-Waived NTF
  • WFA MF Advisory Updated 5.1.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • EP Comm Small
  • EP Comm Large
  • EP Fee Large
  • ING Financial Ptnrs PAM and PRIME Approv
  • Ameritas NTFN
  • Firstrade
  • Scottrade TF
  • Scottrade NTF
  • Standard Retirement Services, Inc.
  • Ameriprise Financial
  • Prudential Retail
  • TIAA-CREF Brokerage Services
  • Fidelity Advisor 401(k) I Shares
  • Fidelity Advisor 401(k) ACT Shares
  • Thrivent – Advisory Eligible
  • Pershing FundVest NTF
  • Morgan Stanley Consulting Group Advisor
  • Morgan Stanley Select UMA
  • Morgan Stanley TRAK Fund Solution
  • Matrix Financial Solutions
  • SB Pychx OFS C
  • SB Pychx OFS R
  • SB Pychx OFS A
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • Securities America Advisors Top Rated
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Trust Company of America
  • TIAA-CREF NTF
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 5.1.25
  • ADP Access Open Fund Architecture
  • ADP Access Tier 0
  • ADP Access Tier 1
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • E-Plan Services, Inc.
  • Investacorp NTF
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Vanguard Load
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • JP Morgan No Load
  • Smith Barney Portfolio Manager
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • PAS
  • Fidelity Advisor 401(k) A Shares
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Nationwide Retirement Innovator Advantage
  • ADP Access Tier 2
  • Fidelity Advisor 401(k) M Shares
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Waddell & Reed MAPNavigator
  • ADP Access Tier 3
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access 3(21) Tier 1
  • ADP Advisor Access 3(21) Tier 2
  • ADP Advisor Access 3(21) Tier 3
  • ADP Advisor Access Tier 0
  • ADP Advisor Access Tier 1
  • ADP Advisor Access Tier 2
  • ADP Advisor Access Tier 3
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC

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”).

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

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 --

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