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Nasdaq - Delayed Quote USD

WCM Quality Dividend Growth Inst (WCMYX)

9.67
+0.01
+(0.10%)
At close: April 17 at 8:02:21 PM EDT
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  • Previous Close 9.66
  • YTD Return 2.30%
  • Expense Ratio 0.99%
  • Category Large Value
  • Last Cap Gain 2.00
  • Morningstar Rating --
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 2.75M
  • Beta (5Y Monthly) --
  • Yield 3.20%
  • 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

2.75M

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 4/17/2025. Category is Large Value.

YTD Return

WCMYX
2.30%
Category
4.44%
 

1-Year Return

WCMYX
2.07%
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
Financial Services   17.09%
Technology   13.86%
Healthcare   12.91%
Industrials   12.65%
Consumer Defensive   11.52%
Energy   10.37%
Utilities   6.65%
Communication Services   5.94%
Consumer Cyclical   4.39%
Real Estate   2.62%
Basic Materials   2.00%
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Recent News: WCMYX

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Research Reports: WCMYX

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