I'm a fan of WCMQ. Note its an active fund with higher fees...

  1. BH1
    44 Posts.
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    I'm a fan of WCMQ. Note its an active fund with higher fees than a passive fund like IWLD or VGS. Switzer distribute it but the manager is WCM in California. Been following them for the past year and up until the value rotation they were outperforming their benchmark meaningfully. I'd group their style as quality and growth - again, underperforming past 3 months but wouldn't expect that to last forever.
    How growthy growth would you like? Broad or focused exposure?
    Some examples as ideas to look at.
    Broad and passive: IOO, VGS, IWLD.
    High growth companies: HYGG, NDQ, TECH, LPGD, MAET.
    Quality tilt: QUAL, QLTY, MOAT, GOAT.
    Value tilt: VVLU, VLUE.
 
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