WCM Mid Cap Quality Value FundWMIDX

MUTUAL FUNDWcm
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$5.8M
Expense ratio
1.00%
1-year return
-2.6%
3 years, a year
+6.3%
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 Inc5.34%
MKSI MKS Inc4.35%
APG API Group Corp4.12%
ENTG Entegris Inc4.06%
JLL Jones Lang LaSalle Inc4.01%
BRO Brown & Brown Inc3.77%
TDY Teledyne Technologies Inc3.48%
ENSG Ensign Group Inc/The3.44%
MKL Markel Group Inc3.41%

More on WMIDX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.