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.
WCM Small Cap Growth Fund Institutional Class Shares WCMLX
- 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.
People Pillar
Parent Pillar
- 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 |