WMVYX Mutual Fund

WMVYX Mutual Fund (WCM Mid Cap Quality Value Fund Class Y) is managed by WCM Investment Management with $44,775.46 in net assets. WMVYX expense ratio is 0.66%, holding 37 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2024-11-29.

WMVYX performance shows a YTD return of 1.47%. The 1-year return is 0.97%. WMVYX dividend yield stands at 3.75%, paid annually.

WMVYX 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 WMVYX holdings, WMVYX sectors, or WMVYX dividends.

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