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Morningstar

WCM Small Cap Growth Investor WCMNX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 12.73  /  +1.52 %
  • Total Assets 43.8 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield —
  • Turnover 48%

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:27 PM GMT+0

Morningstar’s Analysis WCMNX

Will WCMNX outperform in 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.

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 Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WCMNX

More WCMNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.86 1.3 Mil
Technology

WEX Inc

2.56 1.2 Mil
Technology

Morgan Stanley Liq Treas- Inst

2.32 1.0 Mil
Cash and Equivalents

Permian Resources Corp Class A

2.26 1.0 Mil
Energy

Applied Industrial Technologies Inc

2.24 1.0 Mil
Industrials

Avient Corp

2.15 972,030
Basic Materials

Rambus Inc

2.14 967,636
Technology

AppFolio Inc Class A

2.11 955,131
Technology

Casella Waste Systems Inc Class A

2.10 949,547
Industrials

Boot Barn Holdings Inc

2.08 937,703
Consumer Cyclical