WCMYX Mutual Fund

WCMYX Mutual Fund

NAV$9.65
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Fund Essentials

Net Assets
$601,367.18
Expense Ratio
0.99%
Dividend Yield (Current)
3.36%
Holdings
39
Inception Date
Jul 28, 2023
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD-1.40%
1 Year+1.18%

Asset Allocation

Stocks: 93.97%
Cash: 6.03%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.36%
Frequency
Quarterly

Peer Comparison

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

WCMYX Mutual Fund (WCM Quality Dividend Growth Fund Class Institutional) is managed by Natixis Funds with $601,367.18 in net assets. WCMYX expense ratio is 0.99%, holding 39 positions across various sectors. Inception date: 2023-07-28.

WCMYX performance shows a YTD return of -1.40%. The 1-year return is 1.18%. WCMYX dividend yield stands at 3.36%, paid quarterly.

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

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