WCMVX Mutual Fund

WCMVX Mutual Fund (WCM Focused International Equity Fund Institutional Class) is managed by WCM Investment Management with $272.1M in net assets. WCMVX expense ratio is 0.85%, holding 46 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2020-06-29.

WCMVX performance shows a YTD return of 12.37%. The 1-year return is 27.31% and the 5-year return is 10.22%. WCMVX dividend yield stands at 2.05%, paid annually.

WCMVX top holdings include Taiwan Semiconductor - Adr (6.4%), Rolls-Royce Holdings PLC Ord Gbp0.20 (5.8%), Babcock Int'L Grp Plc (4.8%), morgan stanley institutional liquidity fund - treasury portfolio (4.0%), Lottomatica Group Spa (3.4%). Go to all WCMVX holdings, WCMVX sectors, or WCMVX dividends.

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