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 Investor Class Shares WCMNX
- NAV / 1-Day Return 14.68 / +0.55 %
- Total Assets 52.0M
-
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 0.00
- Turnover 89%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:23 AM GMT+0
Morningstar’s Analysis WCMNX
Will WCMNX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Morgan Stanley Liq Treas- Inst | 3.48 | 2M | Cash and Equivalents |
Advanced Energy Industries Inc | 3.16 | 1M | Industrials |
Applied Industrial Technologies Inc | 3.08 | 1M | Industrials |
Evercore Inc Class A | 2.61 | 1M | Financial Services |
The Chefs' Warehouse Inc | 2.06 | 969,035 | Consumer Defensive |
Novanta Inc | 2.04 | 960,352 | Technology |
Saia Inc | 2.03 | 951,618 | Industrials |
Texas Roadhouse Inc | 1.93 | 908,105 | Consumer Cyclical |
Regal Rexnord Corp | 1.89 | 886,676 | Industrials |
AAON Inc | 1.87 | 879,302 | Industrials |
United States