WLIVX Mutual Fund

WLIVX Mutual Fund (WCM Focused International Equity Fund Investor Class) is managed by WCM Investment Management with $4.4M in net assets. WLIVX expense ratio is 1.10%, holding 46 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2020-06-29.

WLIVX performance shows a YTD return of 12.17%. The 1-year return is 26.95% and the 5-year return is 9.93%. WLIVX dividend yield stands at 1.96%, paid annually.

WLIVX 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 WLIVX holdings, WLIVX sectors, or WLIVX dividends.

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