WCMLX – Fund Analysis – WCM Small Cap Growth Institutional | Morningstar

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Will WCMLX outperform in future?

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

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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.

There's a lot to like here.

Analyst David Carey

David Carey

Analyst

Summary

WCM Small Cap Growth’s impressive managers and their proven approach make it an enticing small-growth option.

by David Carey

Rated on Jul 11, 2023 Published on Jul 11, 2023

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