WCMJX Mutual Fund

WCMJX Mutual Fund

NAV$3.42
See how much of WCMJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
$59,122.08
Expense Ratio
1.15%
Dividend Yield (Current)
220.25%
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%
See how much of WCMJX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
220.25%
Frequency
Annually
Latest Distribution
$0.76
-

Peer Comparison

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

WCMJX Mutual Fund Overview

WCMJX Mutual Fund (WCM SMID Quality Value Fund Investor Class) is managed by WCM Investment Management with $59,122.08 in net assets. WCMJX expense ratio is 1.15%, holding 37 positions across various sectors. Inception date: 2019-10-30.

WCMJX performance shows data across multiple time periods.. WCMJX dividend yield stands at 220.25%, paid annually.

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

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