Morningstar

WCM International Small Cap Growth Fund Institutional Class WCMSX

Morningstar Medalist Rating
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Medalist Rating as of See WCM Investment Management Investment Hub
  • NAV / 1-Day Return $24.90  /  +1.47 %
  • Fund Size $170.1M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.260%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.77%
  • Turnover Ratio 116%
NAV and 1-Day Return as of

Morningstar’s Analysis WCMSX

Will WCMSX 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 WCMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WCMSX 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 WCMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WCM International Small Cap Growth Instl holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings WCMSX

More WCMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AEM Holdings Ltd

4.86 12M
Technology

5N Plus Inc

3.29 8M
Basic Materials

Lottomatica Group SpA

3.03 8M
Consumer Cyclical

AT&S Austria Technologie & Systemtechnik AG

2.93 7M
Technology

Allegro.EU SA Ordinary Shares

2.56 6M
Consumer Cyclical

Definity Financial Corp

2.06 5M
Financial Services

Nordex SE Akt. nach Kapitalherabsetzung

2.03 5M
Industrials

Topoint Technology Co Ltd

2.00 5M
Industrials

Aixtron SE

1.98 5M
Technology

Embraer SA

1.94 5M
Industrials

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