WCMDX Mutual Fund

WCMDX Mutual Fund

NAV$14.09
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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%
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Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$0.49
-

Peer Comparison

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

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. Go to all WCMDX holdings, WCMDX sectors, or WCMDX dividends.

WCMDX can be compared against other funds. Use WCMDX overlap to find shared positions, or WCMDX vs another fund for a side-by-side view. WCMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.