WCM SMID Quality Val Fd Investor (WCMJX)
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WCM SMID Quality Val Fd Investor
Milwaukee, WI 53233
803 West Michigan Street
Investment Managers Ser Tr (WCM)
(414) 299-2295
Management Information
Patrick F. McGee,Lead Manager since October 29, 2019
Pat joined WCM in 2016; his primary responsibilities are portfolio management and equity research for our fundamental value strategies. Since the start of his investment career in 2010, Pat’s experience includes a position at Opus Capital Management, where he was a research analyst on the Opus Small-Cap Value flagship product, as well as a founder of, and portfolio manager for, the Focused Small-Cap product. Previously, Pat held the Associate Analyst position at Avondale Partners LLC, where he assisted in research. Earlier still, he worked as a senior consultant at Ernst & Young LLP, where he established the Los Angeles office’s Fraud Investigation and Dispute Services practice. Pat earned his B.B.A. in Finance and Public Policy from the College of William & Mary (Virginia), and his M.B.A. from the University of Virginia. He is also a CFA® charterholder.
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Morningstar Category
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Fund Overview
CategorySmall Value
Fund FamilyWCM Investment Management
Net Assets71.48M
YTD Return7.78%
Yield0.00%
Morningstar Rating★★★★★
Inception DateOct 29, 2019
Fund Operations
Last DividendN/A
Last Cap Gain21.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseWCMJXCategory Average
Annual Report Expense Ratio (net)1.10%1.16%
Prospectus Net Expense Ratio1.10%N/A
Prospectus Gross Expense Ratio1.52%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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