WCMAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

WCM Mid Cap Quality Value Institutional (WCMAX) Ownership - Who owns WCM Mid Cap Quality Value Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WCMAX

Net Assets

4.72M

Fund Existence

almost 3 years

Turnover

27.00

Total Expense Ratio

0.73

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

25.44

Assets in Top Ten Holdings

371K

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.04M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

35.00

Number of Net Holdings

36.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

40.63%

Gain YTD

-6.760

Annual Yield % from dividends

0.32

Returns for 1 year

-10.07

Returns for 3 years

N/A

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category MidCapBlend

Profile

Fundamentals

Details