Morningstar

WCM International Small Cap Growth Fund Institutional Class WCMSX

Morningstar Medalist Rating
Medalist Rating as of | See WCM Investment Management Investment Hub
  • NAV / 1-Day Return 26.65  /  +1.25 %
  • Total Assets 230.2M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 116%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

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 Silver Morningstar Medalist Rating. The rating reflects that it has scored well 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 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

5N Plus Inc

3.05 9M
Basic Materials

Lottomatica Group SpA

2.90 8M
Consumer Cyclical

Nordex SE Akt. nach Kapitalherabsetzung

2.33 7M
Industrials

AEM Holdings Ltd

2.26 7M
Technology

Other

2.06 6M
—

Babcock International Group PLC

1.94 6M
Industrials

Aixtron SE

1.92 6M
Technology

Definity Financial Corp

1.68 5M
Financial Services

Secure Waste Infra Corp

1.67 5M
—

Embraer SA

1.59 5M
Industrials

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