WCM Mid Cap Quality Value Fund Investor Class (WMIDX)

Overview

The company operates as an investment fund focusing on mid-cap equities. It adheres to a strategy of investing a significant portion of its assets, combined with potential borrowings, into equity securities of mid-capitalization companies, concentrating primarily on common stocks within the United States. The fund's investment approach allows for diversification across various sectors, with the flexibility to include investments in Real Estate Investment Trusts (REITs) to leverage opportunities within the real estate sector.

Products and Services

• Equity Securities of Mid Capitalization Companies

  The fund dedicates at least 80% of its net assets, plus any funds borrowed for investment purposes, to purchase equity securities of mid-cap companies. This focus aims to tap into the growth potential of these companies, which are often in the intermediate scale of market capitalization within the broader equity market.

• Common Stocks in U.S. Companies

  A primary investment focus is on common stocks of U.S. companies, positioning the fund to benefit from the growth dynamics and market movements of the United States economy. This includes a broad selection of industries, seeking to capture sector-wide growth and resilience.

• Real Estate Investment Trusts (REITs)

  The fund has the flexibility to invest in REITs, allowing investors to gain exposure to the real estate market without directly investing in physical properties. This inclusion diversifies the investment portfolio and taps into the unique income and growth properties of the real estate sector.