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%

Top Holdings

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

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