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Morningstar

WCM SMID Quality Val Fd Institutional WCMFX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.33  /  +0.91 %
  • Total Assets 71.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 10:17 PM GMT+0

Morningstar’s Analysis WCMFX

Will WCMFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCMFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCMFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in its Process Pillar rating is the primary driver of WCM SMID Quality Val Fd Institutional's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMFX

More WCMFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GoDaddy Inc Class A

4.32 3.2 Mil
Technology

EMCOR Group Inc

4.17 3.0 Mil
Industrials

Brown & Brown Inc

4.07 3.0 Mil
Financial Services

Entegris Inc

3.90 2.9 Mil
Technology

Element Solutions Inc

3.61 2.6 Mil
Basic Materials

Verra Mobility Corp Class A

3.54 2.6 Mil
Industrials

APi Group Corp

3.52 2.6 Mil
Industrials

Jones Lang LaSalle Inc

3.12 2.3 Mil
Real Estate

Beacon Roofing Supply Inc Class A

2.92 2.1 Mil
Industrials

PTC Inc

2.92 2.1 Mil
Technology