WCM Mid Cap Quality Value FundWCMAX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$5.8M
Expense ratio
0.75%
1-year return
-2.3%
3 years, a year
+6.6%
5 years, a year
—
Holdings
37
What it aims to do.
The investment objective of the WCM Mid Cap Quality Value Fund (the Fund) is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Umb Money Market II Special / | 6.21% |
| ESI Element Solutions Inc | 5.34% |
| MKSI MKS Inc | 4.35% |
| APG API Group Corp | 4.12% |
| ENTG Entegris Inc | 4.06% |
| JLL Jones Lang LaSalle Inc | 4.01% |
| BRO Brown & Brown Inc | 3.77% |
| TDY Teledyne Technologies Inc | 3.48% |
| ENSG Ensign Group Inc/The | 3.44% |
| MKL Markel Group Inc | 3.41% |
More on WCMAX.
- WCMAX overview
- WCMAX holdings
- WCMAX risk
- WCMAX costs
- WCMAX money in and out
- WCMAX share classes
- Compare WCMAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.