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WCMFX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

WCM SMID Quality Val Fd Institutional (WCMFX) Ownership - Who owns WCM SMID Quality Val Fd Institutional?

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

Category: #Small Blend

Profile

Category
Small Blend
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
0.90
Min. Initial Investment
100000.00
Fund Existence
over 5 years
Turnover
15.00
Front Load
N/A
Net Assets
60499504.00
Manager Tenure
N/A

Fundamentals

WCMFX
Net Assets
60.5M
Fund Existence
over 5 years
Turnover
15.00
Total Expense Ratio
0.90
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.45
Assets in Top Ten Holdings
51.1M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
60.3M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.85
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
37.00
Number of Net Holdings
37.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
38.90%
Gain YTD
-6.010
Annual Yield % from dividends
0.00
Returns for 1 year
-14.31
Returns for 3 years
5.04
Returns for 5 years
23.87
Returns for 10 years
N/A
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General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Investment Managers Ser Tr (WCM)803 West Michigan StreetMilwaukee
Phone
(414) 299-2295
Web
www.wcminvest.com