WTC-CIF II Mid Cap Value (MCVALX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	23.69
YTD Return	12.12%
1-Year Return	14.33%
5-Year Return	37.57%
52-Week Low	19.65
52-Week High	26.29
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About MCVALX

WTC-CIF II Mid Cap Value is a mutual fund that focuses on delivering long-term total returns by investing in mid-cap companies within the United States. The fund primarily targets equities that fall into the mid-cap category, which typically includes firms with market capitalizations between small and large-cap ranges. Its objective is to achieve returns that exceed the benchmark Russell 2500 Index over time, emphasizing value-oriented investment strategies. This entails selecting stocks that the fund managers believe are undervalued relative to their intrinsic worth, often seeking companies with strong fundamentals, stable earnings, and attractive valuation metrics. WTC-CIF II Mid Cap Value plays a significant role for investors seeking diversified exposure to mid-sized businesses, offering potential for capital appreciation while balancing risk compared to purely small-cap or large-cap allocations. By focusing on mid-cap value equities, the fund provides access to a segment of the market that can offer both growth opportunities and relative stability within diversified investment portfolios.

• Stock Exchange: Nasdaq
• Ticker Symbol: MCVALX

Performance

MCVALX had a total return of 14.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.46%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

Data Sources Report a data error