WCM Quality Dividend Growth Fund - Institutional Class (WCMYX)

Overview

The investment fund is focused on leveraging the potential of dividend-paying companies to generate income for its investors. By adhering to a strategy that commits at least 80% of its net assets, along with any borrowings for investment purposes, towards the equity securities of both U.S. and non-U.S. dividend-paying companies, the fund seeks to provide an attractive balance of income and growth. It primarily targets the common stock of U.S. companies, acknowledging the stability and growth potential within the American market. However, to diversify and capture global growth, it also invests in depositary receipts of non-U.S. companies located in developed market countries. This approach not only spreads the investment risk across different markets but also takes advantage of the growth dynamics of developed economies worldwide.

Products and Services

The fund offers a diversified portfolio through the following investment vehicles:

• Equity Securities of Dividend-Paying Companies: This is the core of the fund's investment strategy, focusing on companies that pay dividends. By investing in a mix of U.S. and non-U.S. companies that return a portion of their profits to shareholders, the fund aims to provide a steady income stream to its investors. This approach benefits from the growth potential and stability of dividend-paying companies.
• Common Stock of U.S. Companies: A significant portion of the fund’s investment goes into the common stock of U.S.-based companies. These investments are selected based on their ability to offer both dividend income and capital appreciation. Investing in U.S. companies allows the fund to take advantage of the largest and one of the most dynamic economies in the world.
• Depositary Receipts of Non-U.S. Companies: To ensure global diversification, the fund also invests in depositary receipts, which are negotiable financial instruments issued by banks that represent a specified number of shares in a foreign company. These investments in non-U.S. companies from developed markets enable the fund to participate in the growth of global economies, while still focusing on dividend income. It also helps mitigate geographical risks and capitalize on opportunities in developed markets outside the United States.