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 13.84 / +0.14 %
- Total Assets 40.5M
-
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 Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:15 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
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
|
|---|---|---|---|
Morgan Stanley Liq Treas- Inst | 4.12 | 2M | Cash and Equivalents |
Applied Industrial Technologies Inc | 2.49 | 1M | Industrials |
Evercore Inc Class A | 2.42 | 1M | Financial Services |
Advanced Energy Industries Inc | 2.37 | 1M | Industrials |
AAON Inc | 2.33 | 1M | Industrials |
Novanta Inc | 2.28 | 1M | Technology |
Guardant Health Inc | 2.21 | 1M | Healthcare |
SharkNinja Inc | 2.17 | 1M | Consumer Cyclical |
Mercury Systems Inc | 2.04 | 1M | Industrials |
The Chefs' Warehouse Inc | 1.99 | 1M | Consumer Defensive |