WESGX Mutual Fund

WESGX Mutual Fund

NAV$15.37

Fund Essentials

Net Assets
$1M
Expense Ratio
1.10%
Dividend Yield (Current)
0.68%
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+9.42%
1 Year+15.31%
3 Year+2.47%

Asset Allocation

Stocks: 97.94%
Cash: 2.06%

Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.68%
Frequency
Annually
Latest Distribution
$0.42
-

Peer Comparison

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

WESGX Mutual Fund (WCM International Equity Fund Investor Class) is managed by WCM Investment Management with $1.1M in net assets. WESGX expense ratio is 1.10%, holding 39 positions across various sectors. Inception date: 2020-03-31.

WESGX performance shows a YTD return of 9.42%. The 1-year return is 15.31%. WESGX dividend yield stands at 0.68%, paid annually.

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

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