WCMFX Mutual Fund

WCMFX Mutual Fund

NAV$3.64
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Fund Essentials

Net Assets
$1M
Expense Ratio
0.90%
Dividend Yield (Current)
207.22%
Holdings
37
Inception Date
Oct 30, 2019
Fund Family
WCM Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

Asset Allocation

Stocks: 93.11%
Bonds: 2.43%
Cash: 4.46%
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Dividend Summary

View Details →
Dividend Yield (Current)
207.22%
Frequency
Annually
Latest Distribution
$0.76
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Peer Comparison

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

WCMFX Mutual Fund Overview

WCMFX Mutual Fund (WCM SMID Quality Value Fund Institutional Class) is managed by WCM Investment Management with $1.5M in net assets. WCMFX expense ratio is 0.90%, holding 37 positions across various sectors. Inception date: 2019-10-30.

WCMFX performance shows data across multiple time periods.. WCMFX dividend yield stands at 207.22%, paid annually.

WCMFX top holdings include a diversified portfolio. Go to all WCMFX holdings, WCMFX sectors, or WCMFX dividends.

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