WCMNX Mutual Fund
WCMNX Mutual Fund
WCM Small Cap Growth Fund Investor Class
WCMNX Mutual Fund Overview
WCMNX Mutual Fund (WCM Small Cap Growth Fund Investor Class) is managed by WCM Investment Management with $186,350.44 in net assets. WCMNX expense ratio is 1.24%, holding 69 positions across sectors including Industrials, Health Care, Unknown. Inception date: 2019-10-30.
WCMNX performance shows a YTD return of 17.79%. The 1-year return is 31.13% and the 5-year return is 3.97%. WCMNX dividend yield stands at 0.84%, paid annually.
WCMNX top holdings include morgan stanley institutional liquidity fund - treasury portfolio (3.5%), Advanced Energy Industries, Inc. (3.2%), Applied Industrial Technologies Inc_None_0 (3.1%), Evercore Inc Cl A (2.6%), 'the Chefs' Warehouse, Inc.' (2.1%). View all WCMNX holdings, sector breakdown, or dividend history.
WCMNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WCMNX alternatives are available via the screener, along with tax-loss harvesting opportunities.