Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
WCM Investment Management Mutual Funds
View all of WCM Investment Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
WCM Investment Management Funds List
Share Class Type
1 to 25 of 27 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Instl | WCMIX | Foreign Large Growth | 9.62% | 18 | 1.040% | High | Institutional | $100,000 | ||
| WCM Focused International Growth Inv | WCMRX | Foreign Large Growth | 9.49% | 19 | 1.290% | High | No Load | $1,000 | ||
| WCM Focused Global Growth Institutional | WCMGX | Global Large-Stock Growth | 13.09% | 23 | 1.050% | High | Institutional | $100,000 | ||
| WCM Focused Global Growth Investor | WFGGX | Global Large-Stock Growth | 12.96% | 23 | 1.300% | High | No Load | $1,000 | ||
| WCM International Equity Ins | WCMMX | Foreign Large Growth | 3.63% | 82 | 0.850% | Average | Institutional | $100,000 | ||
| WCM International Equity Inv | WESGX | Foreign Large Growth | 3.44% | 86 | 1.100% | Above Average | No Load | $1,000 | ||
| WCM SMID Quality Val Fd Institutional | WCMFX | Small Value | 8.99% | 6 | 0.850% | Below Average | Institutional | $100,000 | ||
| WCM SMID Quality Val Fd Investor | WCMJX | Small Value | 8.86% | 7 | 1.100% | Average | No Load | $1,000 | ||
| WCM China Quality Growth Institutional | WCMCX | China Region | 0.44% | 84 | 1.250% | High | Institutional | $100,000 | ||
| WCM China Quality Growth Investor | WCQGX | China Region | 0.22% | 87 | 1.500% | High | No Load | $1,000 | ||
| WCM Developing World Equity Ins | WCMDX | Diversified Emerging Mkts | 5.07% | 71 | 0.950% | Below Average | Institutional | $100,000 | ||
| WCM Developing World Equity Inv | WCMUX | Diversified Emerging Mkts | 4.93% | 73 | 1.200% | Average | No Load | $1,000 | ||
| WCM Focused Emerging Markets Instl | WCMEX | Diversified Emerging Mkts | 4.40% | 79 | 1.250% | High | Institutional | $100,000 | ||
| WCM Focused Emerging Markets Investor | WFEMX | Diversified Emerging Mkts | 4.30% | 78 | 1.500% | High | No Load | $1,000 | ||
| WCM International Small Cap Growth Instl | WCMSX | Foreign Small/Mid Growth | 2.03% | 54 | 1.250% | High | Institutional | $100,000 | ||
| WCM Small Cap Growth Institutional | WCMLX | Small Growth | 2.84% | 75 | 0.990% | Above Average | Institutional | $100,000 | ||
| WCM Small Cap Growth Investor | WCMNX | Small Growth | 1.80% | 76 | 1.240% | Above Average | No Load | $1,000 | ||
| WCM Focused International Value Ins | WCMVX | Foreign Large Blend | 9.00% | 11 | 1.260% | High | Institutional | $100,000 | ||
| WCM Focused International Value Investor | WLIVX | Foreign Large Blend | 8.94% | 14 | 1.510% | High | No Load | $1,000 | ||
| WCM Focused International Opps Ins | WCMOX | Foreign Small/Mid Blend | 3.02% | 73 | 1.250% | High | Institutional | $100,000 | ||
| WCM Focused International Opps Inv | WCFOX | Foreign Small/Mid Blend | 2.83% | 78 | 1.500% | High | No Load | $1,000 | ||
| WCM Focused Emerging Mkts Ex Chn Inst | WCMWX | Diversified Emerging Mkts | — | 4.31% | 78 | 1.250% | High | Institutional | $100,000 | |
| WCM Focused Emerging Mkts Ex Chn Inv | WCFEX | Diversified Emerging Mkts | — | 4.24% | 79 | 1.500% | High | No Load | $1,000 | |
| WCM Mid Cap Quality Value Institutional | WCMAX | Mid-Cap Blend | — | 7.24% | 51 | 1.000% | Above Average | Institutional | $1,000 | |
| WCM Mid Cap Quality Value Investor | WMIDX | Mid-Cap Blend | — | 7.16% | 52 | 1.250% | High | Institutional | $100,000 |
WCM Investment Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank