Morningstar

WCM Small Cap Growth Fund Institutional Class Shares WCMLX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 15.62  /  −0.95 %
  • Total Assets 54.7M
  • 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 Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 2:33 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.

  • 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.

Hitting reset.

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.

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 22.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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