Morningstar

WCM Quality Dividend Growth Inst WCMYX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 10.85  /  +0.37 %
  • Total Assets 8.6 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.96%
  • Turnover 1%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:30 PM GMT+0

Morningstar’s Analysis WCMYX

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

  • People Pillar

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

A strong management team and sound investment process underpin WCM Quality Dividend Growth Inst's 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WCMYX

More WCMYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Umb Money Market Ii Special

9.02 682,493
Cash and Equivalents

Unilever PLC ADR

3.85 291,337
Consumer Defensive

General Dynamics Corp

3.72 281,436
Industrials

Amgen Inc

3.31 250,272
Healthcare

Entergy Corp

3.24 244,923
Utilities

Microsoft Corp

3.22 244,035
Technology

JPMorgan Chase & Co

3.22 243,926
Financial Services

Verizon Communications Inc

3.21 242,739
Communication Services

Texas Instruments Inc

3.09 233,825
Technology

Exxon Mobil Corp

3.01 227,822
Energy

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