WCMMX Mutual Fund

WCMMX Mutual Fund

NAV$15.57
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Fund Essentials

Net Assets
$68M
Expense Ratio
0.85%
Dividend Yield (Current)
-
Holdings
39
Inception Date
Mar 31, 2020
Fund Family
WCM Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-1.83%
1 Year+2.50%
3 Year+6.11%
5 Year+6.44%

Asset Allocation

Stocks: 97.94%
Cash: 2.06%

Top Holdings

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Dividend Summary

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Frequency
Annually
Latest Distribution
$0.44
-

Peer Comparison

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PRO
Peer outperformance: PRO
Category rank: PRO
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PRO
Peer Avg
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WCMMX Mutual Fund Overview

WCMMX Mutual Fund (WCM International Equity Fund Institutional Class) is managed by WCM Investment Management with $68.3M in net assets. WCMMX expense ratio is 0.85%, holding 39 positions across various sectors. Inception date: 2020-03-31.

WCMMX performance shows a YTD return of -1.83%. The 1-year return is 2.50% and the 5-year return is 6.44%.

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

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