WCM Small Cap Growth Fund Institutional Class Shares WCMLX

Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 14.08  /  +0.14 %
  • Total Assets 40.5M
  • 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 89%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:15 AM GMT+0

Morningstar’s Analysis WCMLX

Will WCMLX outperform in the future?

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

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Analyst David Carey

David Carey

Analyst

Summary

WCM Small Cap Growth’s recent team changes and process shifts warrant a downgrade to its People and Process Pillars to Average from Above Average.

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Portfolio Holdings WCMLX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SharkNinja Inc

2.92 1M
Consumer Cyclical

Other

2.88 1M
—

Applied Industrial Technologies Inc

2.78 1M
Industrials

AAON Inc

2.74 1M
Industrials

The Chefs' Warehouse Inc

2.65 1M
Consumer Defensive

Forgent Power Solutions Inc Ordinary Shares - Class A

2.47 1M
Industrials

Mercury Systems Inc

2.45 1M
Industrials

Novanta Inc

2.27 932,340
Technology

Plexus Corp

2.22 908,889
Technology

Texas Roadhouse Inc

2.15 881,445
Consumer Cyclical

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