WMVYX Mutual Fund
WMVYX Mutual Fund
WCM Mid Cap Quality Value Fund Class Y

WMVYX Mutual Fund Overview
WMVYX Mutual Fund (WCM Mid Cap Quality Value Fund Class Y) is managed by WCM Investment Management with $44,775.46 in net assets. WMVYX expense ratio is 0.65%, holding 37 positions across sectors including Industrials, Information Technology, Materials. Inception date: 2024-11-29.
WMVYX performance shows a YTD return of 1.47%. The 1-year return is 0.97%. WMVYX dividend yield stands at 3.75%, paid annually.
WMVYX top holdings include Umb Money Market Ii Special (6.2%), Element Solutions Inc (5.3%), MKS Instrument, Inc (4.3%), J2 Acquisition Ltd Common Stock Usd (4.1%), Entegris Inc Common Stock Usd 0.01 (4.1%). View all WMVYX holdings, sector breakdown, or dividend history.
WMVYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WMVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.