WCM Small Cap Growth Fund Investor Class Shares WCMNX

Medalist Rating as of | See WCM Investment Management Investment Hub
  • 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.

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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.

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Portfolio Holdings WCMNX

  • 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

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