Morningstar

WCM Mid Cap Quality Value Institutional WCMAX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.07  /  +0.23 %
  • Total Assets 1.2 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.29%
  • Turnover 15%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 12:57 AM GMT+0

Morningstar’s Analysis WCMAX

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

  • People Pillar

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

WCM Mid Cap Quality Value Institutional’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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMAX

More WCMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GoDaddy Inc Class A

5.84 60,355
Technology

Brown & Brown Inc

5.35 55,255
Financial Services

Entegris Inc

4.62 47,796
Technology

Element Solutions Inc

4.17 43,148
Basic Materials

CDW Corp

4.16 42,977
Technology

Booz Allen Hamilton Holding Corp Class A

3.95 40,784
Industrials

Molina Healthcare Inc

3.68 38,054
Healthcare

PTC Inc

3.66 37,787
Technology

Umb Money Market Ii Special

3.43 35,443
Cash and Equivalents

Jones Lang LaSalle Inc

3.28 33,871
Real Estate

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