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Morningstar

WCM SMID Quality Val Fd Investor WCMJX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 12.98  /  +0.46 %
  • Total Assets 70.5 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 22%

USD | NAV as of Jun 10, 2024 | 1-Day Return as of Jun 10, 2024, 10:15 PM GMT+0

Morningstar’s Analysis WCMJX

Will WCMJX 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 WCMJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMJX 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 WCMJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

WCM SMID Quality Val Fd Investor’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMJX

More WCMJX 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