MCOSAX

About MCOSAX

Wellington CIF II Mid Cap Opportunities Series 1 is an actively managed mutual fund designed to achieve long-term total returns surpassing the S&P MidCap 400 Index. This fund primarily invests in a diversified portfolio of U.S. mid-cap companies, generally targeting firms with market capitalizations between $2 billion and $10 billion. Its investment strategy emphasizes fundamental, bottom-up research, with a focus on financial strength, solid management teams, and strong market positions. The fund comprises approximately 101 holdings, with its top ten positions accounting for just over 21% of its assets. Sector allocations show particular strength in technology and healthcare, alongside exposure to industrials, consumer cyclical, and financial services companies. Managed by Wellington Management Company LLP, the fund is notable for its robust research-driven approach and seeks to identify high-quality, market-leading businesses. With $1.25 billion in assets under management and a turnover ratio near 47%, the fund plays a significant role for investors seeking exposure to dynamic, growth-oriented mid-cap equities within the broader U.S. market.