Morningstar

WCM Small Cap Growth Fund Investor Class Shares WCMNX

Morningstar Medalist Rating
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Medalist Rating as of See WCM Investment Management Investment Hub
  • NAV / 1-Day Return $13.71  /  +0.29 %
  • Fund Size $40.2M
  • Adjusted Expense Ratio 1.240%
  • Net Expense Ratio 1.240%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 89%
NAV and 1-Day Return as of

Morningstar’s Analysis WCMNX

Will WCMNX 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 WCMNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMNX 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 WCMNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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.

by David Carey
Rated on Published on

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Portfolio Holdings WCMNX

More WCMNX Holdings
  • 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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