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Nasdaq - Delayed Quote USD

WCM SMID Quality Val Fd Institutional (WCMFX)

10.49
-0.08
(-0.76%)
At close: 8:04:29 PM EDT
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  • Previous Close 10.57
  • YTD Return -7.10%
  • Expense Ratio 0.85%
  • Category Small Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 61.42M
  • Beta (5Y Monthly) 1.00
  • 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

61.42M

Net Assets

2019-10-30

Inception Date

More about WCM SMID Quality Val Fd Institutional

Performance Overview: WCMFX

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Trailing returns as of 4/14/2025. Category is Small Blend.

YTD Return

WCMFX
7.10%
Category
20.19%
 

1-Year Return

WCMFX
5.86%
Category
60.18%
 

3-Year Return

WCMFX
6.21%
Category
11.32%
 

5-Year Return

WCMFX
15.03%
Category
13.88%
 

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Holdings: WCMFX

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Sector Weightings

SectorWCMFX
Industrials   35.14%
Technology   18.20%
Healthcare   12.50%
Consumer Cyclical   10.33%
Financial Services   9.09%
Basic Materials   5.66%
Consumer Defensive   5.05%
Real Estate   4.02%
Communication Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: WCMFX

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Research Reports: WCMFX

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