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WCM Mid Cap Quality Value Investor (WMIDX)
10.94
-0.01
(-0.09%)
As of 8:07:22 AM EDT. Market Open.
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10.95 - YTD Return -5.36%
- Expense Ratio 1.05%
- Category Mid-Cap Blend
- Last Cap Gain 5.00
- Morningstar Rating --
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 4.55M
- Beta (5Y Monthly) --
- Yield 0.04%
- 5y Average Return --
- Holdings Turnover 27.00%
- Last Dividend 0.01
- Inception Date Nov 29, 2024
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”).
WCM Investment Management
Fund Family
Mid-Cap Blend
Fund Category
4.55M
Net Assets
2024-11-29
Inception Date
Performance Overview: WMIDX
View MoreTrailing returns as of 4/29/2025. Category is Mid-Cap Blend.
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Holdings: WMIDX
View MoreSector Weightings
SectorWMIDX
Industrials 32.58%
Technology 24.41%
Financial Services 11.17%
Consumer Cyclical 10.55%
Healthcare 8.08%
Real Estate 7.24%
Basic Materials 5.97%
Consumer Defensive 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: WMIDX
View MoreResearch Reports: WMIDX
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