WCMDX Mutual Fund

NAV$14.09

Fund Essentials

Net Assets
$2M
Expense Ratio
0.95%
Dividend Yield (Current)
-
Holdings
38
Inception Date
Mar 31, 2020
Fund Family
WCM Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-1.81%
1 Year+6.58%
3 Year+6.11%
5 Year+3.72%

Asset Allocation

Stocks: 97.57%
Cash: 2.47%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$0.49
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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WCMDX Mutual Fund Overview

WCMDX Mutual Fund (WCM Developing World Equity Fund Institutional Class) is managed by WCM Investment Management with $1.8M in net assets. WCMDX expense ratio is 0.95%, holding 38 positions across various sectors. Inception date: 2020-03-31.

WCMDX performance shows a YTD return of -1.81%. The 1-year return is 6.58% and the 5-year return is 3.72%.

WCMDX top holdings include a diversified portfolio. View all WCMDX holdings, sector breakdown, or dividend history.

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