WCMUX Mutual Fund

WCMUX Mutual Fund

NAV$13.33
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Fund Essentials

Net Assets
$66,474.66
Expense Ratio
1.20%
Dividend Yield (Current)
0.92%
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+7.53%
1 Year+11.00%
3 Year-1.26%

Asset Allocation

Stocks: 97.57%
Cash: 2.47%
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Dividend Summary

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Dividend Yield (Current)
0.92%
Frequency
Annually
Latest Distribution
$0.47
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Peer Comparison

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

WCMUX Mutual Fund Overview

WCMUX Mutual Fund (WCM Developing World Equity Fund Investor Class) is managed by WCM Investment Management with $66,474.66 in net assets. WCMUX expense ratio is 1.20%, holding 38 positions across various sectors. Inception date: 2020-03-31.

WCMUX performance shows a YTD return of 7.53%. The 1-year return is 11.00%. WCMUX dividend yield stands at 0.92%, paid annually.

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

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