WCMYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

WCM Quality Dividend Growth Inst (WCMYX) Ownership - Who owns WCM Quality Dividend Growth Inst?

The investment seeks current and growing dividend income and long-term capital appreciation... Show more

Category: #Large Value

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

WCMYX

Net Assets

2.5M

Fund Existence

over 1 year

Turnover

1.00

Total Expense Ratio

0.99

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.84

Assets in Top Ten Holdings

2.12M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.45M

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

39.00

Number of Net Holdings

40.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

36.14%

Gain YTD

-6.800

Annual Yield % from dividends

3.20

Returns for 1 year

-7.15

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 LargeValue

Profile

Fundamentals

Details