WCM Mid Cap Quality Value Fund Institutional Class (WCMAX)

Overview

The described fund is a financial investment mechanism focusing on equity securities of mid-capitalization companies. Predominantly, it dedicates its resources to investing in common stocks of U.S. based companies, following a strategy that requires at least 80% of its net assets, alongside any borrowed amounts for investment purposes, to be allocated in these types of securities. Additionally, the fund is open to including real estate investment trusts (REITs) within its portfolio, diversifying its investment avenues and potentially enhancing the returns for its investors. This approach suggests a balanced mixture of seeking growth through mid-cap stocks while tapping into the income and stability offered by real estate investments.

Products and Services

• Equity Securities Investment

At its core, the fund invests in equity securities of mid capitalization companies. This includes a wide range of sectors and industries, providing a diversified exposure to different market dynamics. The focus on mid-cap companies is strategic, aimed at capturing growth potential in businesses that have surpassed the startup phase but have not yet reached the size of large-cap entities. This segment often offers a favorable blend of growth, resilience, and innovation potential.

• Common Stocks of U.S. Companies

The investment focus is sharply on the common stocks of U.S. companies, making it an appealing choice for investors looking to tap into the robust and diverse American economy. This allocation strategy exposes the fund to the potential growth and performance of U.S.-based companies, spanning various industries from technology to healthcare, thereby aiming to benefit from America's dynamic economic landscape.

• Real Estate Investment Trusts (REITs) Inclusion

In diversifying its investment portfolio, the fund also considers real estate investment trusts (REITs). REITs offer a way to invest in real estate without the need to directly own properties, providing investors with income streams and the potential for capital appreciation. The inclusion of REITs adds a layer of stability and income through dividends, complementing the growth-oriented investments in mid-cap stocks.