WCMJX Mutual Fund

WCMJX Mutual Fund

NAV$3.42
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

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%

Top Holdings

View All →
TickerNameWeight
Download all 37 holdings for WCMJX
CSV export with sector, industry & share changes
Get CSV

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
FundXLS Pro
See how WCMJX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

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. View all WCMJX holdings, sector breakdown, or dividend history.

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