WCM Mid Cap Quality Value Y (WMVYX)
| Fund Assets | 6.12M |
| Expense Ratio | 0.65% |
| Min. Investment | $1,000 |
| Turnover | 27.00% |
| Dividend (ttm) | 0.76 |
| Dividend Yield | 6.48% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 6, 2024 |
| Previous Close | 11.92 |
| YTD Return | -3.13% |
| 1-Year Return | n/a |
| 5-Year Return | n/a |
| 52-Week Low | 10.20 |
| 52-Week High | 13.79 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WMVYX
The WCM Mid Cap Quality Value Fund is an actively managed mutual fund that focuses on U.S. mid-cap companies exhibiting strong fundamentals and durable competitive advantages. Its primary objective is to identify and invest in equities trading below their intrinsic value, drawing on a value investing philosophy that targets stocks considered out of favor or undervalued in the current market environment. The fund typically holds a concentrated portfolio of about 40 or fewer issuers, allowing for deep fundamental analysis of each investment to ensure alignment with its rigorous criteria for quality and stakeholder alignment. It avoids investments in fossil fuel companies, emphasizing environmental considerations within its selection process. Managed by WCM Investment Management, the fund serves investors seeking exposure to domestic mid-cap equities with a commitment to quality and value, playing a significant role for those looking to diversify beyond large-cap holdings and gain access to potential growth and value opportunities in the mid-cap segment of the market.