WMIDX Mutual Fund

WMIDX Mutual Fund (WCM Mid Cap Quality Value Fund Class Investor) is managed by WCM Investment Management with $12,938.61 in net assets. WMIDX expense ratio is 1.00%, holding 37 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2022-07-28.

WMIDX performance shows a YTD return of 1.38%. The 1-year return is 0.71%. WMIDX dividend yield stands at 3.40%, paid annually.

WMIDX top holdings include Umb Money Market Ii Special (6.2%), Element Solutions Inc (5.3%), Mks Instruments Inc (4.3%), Api Group Corporation Common Stock (4.1%), Entegris Inc Common Stock Usd 0.01 (4.1%). Go to all WMIDX holdings, WMIDX sectors, or WMIDX dividends.

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