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$13.87  /  +1.30%
  • Fund Size$39.3M
  • Adjusted Expense Ratio1.240%
  • Net Expense Ratio1.240%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusLimited
  • TTM Yield0.00%
  • Turnover Ratio89%
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.

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 WCMNX

More WCMNX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SharkNinja Inc

2.921M
Consumer Cyclical

Other

2.881M
—

Applied Industrial Technologies Inc

2.781M
Industrials

AAON Inc

2.741M
Industrials

The Chefs' Warehouse Inc

2.651M
Consumer Defensive

Forgent Power Solutions Inc Ordinary Shares - Class A

2.471M
Industrials

Mercury Systems Inc

2.451M
Industrials

Novanta Inc

2.27932,340
Technology

Plexus Corp

2.22908,889
Technology

Texas Roadhouse Inc

2.15881,445
Consumer Cyclical

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