Morningstar

WCM Small Cap Growth Institutional WCMLX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 13.14  /  +0.15 %
  • Total Assets 40.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 48%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis WCMLX

Will WCMLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WCMLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WCMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid option.

Analyst David Carey

David Carey

Analyst

Summary

WCM Small Cap Growth’s experienced managers use a multifaceted approach, which makes the strategy an enticing small-growth option.

by David Carey
Rated on Published on

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Portfolio Holdings WCMLX

More WCMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
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