WSACX Mutual Fund

WSACX Mutual Fund (Wellington Shields All-Cap Fund Institutional Class) is managed by Capital Management Associates Inc. with $78.8M in net assets. WSACX expense ratio is 1.34%, holding 44 positions across sectors including Industrials, Information Technology. Inception date: 1995-01-27.

WSACX performance shows a YTD return of 12.55%. The 1-year return is 24.46% and the 5-year return is 9.32%. WSACX dividend yield stands at 0.20%, paid annually.

WSACX top holdings include Bloom Energy Corporation Com Cl A (6.5%), Quanta (5.1%), Amazon.Com Inc (3.8%), Microsoft Corp (3.2%), Ge Vernova, Inc. (2.9%). Go to all WSACX holdings, WSACX sectors, or WSACX dividends.

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