WTC-CIF II Mid Cap Value (Series 1) (MCVSAX)

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	23.49
YTD Return	12.12%
1-Year Return	14.36%
5-Year Return	37.61%
52-Week Low	19.48
52-Week High	26.07
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About MCVSAX

WTC-CIF II Mid Cap Value (Series 1) is a mutual fund designed to provide investors with exposure to value-oriented U.S. mid-cap companies. The fund primarily seeks long-term total returns by focusing on equities of mid-sized firms that are considered undervalued relative to their fundamental worth. By targeting the mid-cap segment, the fund offers diversification benefits and the potential for growth that is typically higher than large-cap stocks, but with less volatility than small-cap counterparts. This approach is intended to capture opportunities among established companies with proven business models that may be temporarily underrated by the market. WTC-CIF II Mid Cap Value (Series 1) plays a vital role for investors aiming to balance risk and reward within a diversified portfolio, while participating in the growth prospects of the broader U.S. economy through the mid-cap value space.

• Stock Exchange: Nasdaq
• Ticker Symbol: MCVSAX

Performance

MCVSAX had a total return of 14.36% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.47%.

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

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