WCM Mid Cap Quality Value Fund (WMVYX)

Overview

The described fund is a financial investment vehicle that primarily focuses on investing in equity securities, specifically targeting mid-capitalization companies in the United States. By dedicating at least 80% of its net assets, along with any borrowed funds intended for investment purposes, towards this segment, the fund aims to provide investors with exposure to the growth potential of mid-cap firms. While its core investments are in common stocks, the fund showcases flexibility in diversification through potential investments in Real Estate Investment Trusts (REITs), indicating a strategy that balances focus with a degree of spread across different investment types. This investment strategy reflects an approach designed to tap into the specific growth dynamics and risk profiles associated with mid-sized companies, possibly offering a blend of growth potential and stability relative to smaller or larger entities.

Products and Services

• Equity Securities of Mid-Capitalization Companies

  This represents the primary investment focus of the fund. By channeling the majority of its resources into equity securities of mid-sized companies, the fund aims to leverage the unique growth opportunities and the potential for higher returns that these companies often present. Mid-cap companies are typically characterized by their potential for growth, innovation, and agility in adapting to market changes, making them attractive investment targets.

• Investments in Common Stocks of U.S. Companies

  The fund places a significant emphasis on investing in the common stocks of U.S. companies. This approach not only seeks to capitalize on the robust and diverse economic environment of the United States but also aims to complement the growth focus with a measure of the stability provided by the U.S. equity market. It reflects a strategy focused on gaining exposure to the equity performance of established companies within the world's largest economy.

• Real Estate Investment Trusts (REITs)

  As a diversification strategy, the fund may also invest in Real Estate Investment Trusts (REITs). REITs offer investors the opportunity to gain exposure to real estate markets without the need to directly invest in physical property. This investment option adds a layer of diversity to the fund's portfolio by incorporating assets that typically have a low correlation with stock markets, potentially offering a hedge against inflation and a source of regular income through dividends.