WCM SMID Quality Value FundWCMJX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.5M
Expense ratio
1.15%
1-year return
-7.3%
3 years, a year
+8.9%
5 years, a year
+5.8%
Holdings
37
What it aims to do.
The investment objective of the WCM SMID Quality Value Fund (the Fund) is long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MKSI MKS Inc | 4.94% |
| ADUS Addus HomeCare Corp | 4.75% |
| JLL Jones Lang LaSalle Inc | 4.73% |
| APG API Group Corp | 4.56% |
| ENSG Ensign Group Inc/The | 4.07% |
| ESI Element Solutions Inc | 3.89% |
| GDDY GoDaddy Inc | 3.86% |
| WH Wyndham Hotels & Resorts Inc | 3.83% |
| YETI YETI Holdings Inc | 3.78% |
| ICUI ICU Medical Inc | 3.51% |
More on WCMJX.
- WCMJX overview
- WCMJX holdings
- WCMJX risk
- WCMJX costs
- WCMJX money in and out
- WCMJX share classes
- Compare WCMJX with other funds
Returns after fees, from the fund's SEC filings up to Dec 2025. Past returns are not a promise. Not financial advice.