About WCMJX
WCM SMID Quality Value Fund Investor Class is a mutual fund designed to provide investors with exposure to high-quality small- and mid-cap companies within the U.S. equity market. Its primary objective is to seek long-term capital appreciation by identifying and investing in businesses that demonstrate durable competitive advantages, prudent financial management, and strong value characteristics. The fund is managed by WCM Investment Management's dedicated Quality Value team, which emphasizes a disciplined approach to both quality assessment and value investing, targeting companies that are often underrepresented in broader indexes.
The fund typically allocates its portfolio across various sectors, including technology, industrials, financial services, and real estate, with a notable focus on companies such as GoDaddy Inc., EMCOR Group Inc., and Brown & Brown Inc.. It maintains a diversified portfolio, with a significant portion of assets concentrated in its top holdings. The Investor Class features an expense ratio of 1.15% and is structured for individuals seeking a blend of growth potential and value discipline within the small-mid cap segment. This fund plays a key role in offering access to dynamic, high-quality businesses at attractive valuations, aiming to capture long-term opportunities in the small and mid-cap marketplace.
Fund Family WCM Investment Management
Category Small Blend
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol WCMJX
Share Class Investor Class Shares
WCMJX had a total return of -11.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 29.51%.
