WSACX Mutual Fund (Wellington Shields All-Cap Fund Institutional Class) is managed by Capital Management Associates Inc. with $73.8M in net assets. WSACX expense ratio is 1.34%, holding 44 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 1995-01-27.

WSACX performance shows a YTD return of 16.94%. The 1-year return is 33.03% and the 5-year return is 9.48%. WSACX dividend yield stands at 0.19%, paid annually.

WSACX top holdings include Bloom Energy Corporation Com Cl A (6.5%), Amazon.Com Inc (3.8%), Microsoft Corp 4.100 Feb 06 37 (3.2%), Ge Vernova Inc. (2.9%), Applied Materials, Inc. (2.5%). View all WSACX holdings, sector breakdown, or dividend history.

WSACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSACX alternatives are available via the screener, along with tax-loss harvesting opportunities.