About WMIDX
WCM Mid Cap Quality Value Fund Investor Class is a mutual fund that aims to achieve long-term capital appreciation by investing primarily in U.S. mid-capitalization companies. The fund's strategy is to allocate at least 80% of its net assets to equity securities within the mid-cap segment, with a focus on quality and value criteria. Its portfolio typically includes a carefully selected range of about 35 holdings, concentrating on companies with strong financial fundamentals and enduring business models. The fund covers a variety of sectors, notably including positions in financial services, healthcare, real estate, and technology, as demonstrated by current major holdings such as Brown & Brown, GoDaddy, and Molina Healthcare. Launched in July 2022 and managed by a dedicated team, the fund is structured for investors seeking exposure to mid-cap equities with a quality-value investment approach. With an annual dividend, a moderate expense ratio, and a minimum investment threshold, it serves as a specialized tool for portfolio diversification and targeted access to the U.S. mid-cap universe.
Fund Family WCM Investment Management
Category Mid-Cap Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol WMIDX
Share Class Investor Class Shares
Index Russell MidCap Value TR
WMIDX had a total return of -0.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.17%.
