WSACX Mutual Fund (Wellington Shields All-Cap Fund Institutional Class) is managed by Capital Management Associates Inc. with $77.1M in net assets. WSACX expense ratio is 1.34%, holding 41 positions across sectors including Information Technology, Unknown, Financials. Inception date: 1995-01-27.

WSACX performance shows a YTD return of 8.55%. The 1-year return is 33.03% and the 5-year return is 9.48%. WSACX dividend yield stands at 0.19%, paid annually.

WSACX top holdings include Alphabet Inc Common Stock USD 0.001 (5.4%), Nvidia Corp. (5.0%), Bloom Energy Class A Corp (4.9%), Quanta Services, Inc. (4.5%), Walmart, Inc. (4.1%). View all WSACX holdings, sector breakdown, or dividend history.

WSACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. WSACX alternatives are available via the screener, along with tax-loss harvesting opportunities.