WCMNX – WCM Small Cap Growth Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small capitalization companies. It primarily invests in common stocks of U.S. companies. The fund may also invest in real estate investment trusts ("REITs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WCMNX	WCM Small Cap Growth Fund Investor Class Shares	No Load	Limited			Oct 30, 2019	$106,877.00	1.240%	Above Average	$1,000	−$43,474.95
WCMLX	WCM Small Cap Growth Fund Institutional Class Shares	Institutional	Open			Oct 30, 2019	$40.41M	0.990%	Above Average	$100,000	−$4.97M

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