WMICX yields 23.84% · VIG yields 1.61%● Live data
📍 WMICX pulled ahead of the other in Year 1
Combined, WMICX + VIG cover 0 of 12 months — good coverage
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The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap® Index. It may invest up to 30% of its total assets at the time of purchase in equity securities issued by foreign companies.
Full WMICX Calculator →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.