Nasdaq - Delayed Quote USD

WCM Focused International Growth Instl (WCMIX)

25.38
+0.25
+(0.99%)
As of 8:09:31 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 15.49%
5y Average Return 11.66%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (May 14, 2025) 35.18%
Worst 1Y Total Return (May 14, 2025) --
Best 3Y Total Return 35.18%
Worst 3Y Total Return -3.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WCMIX
Category
YTD
10.34%
7.01%
1-Month
4.94%
0.44%
3-Month
3.27%
6.77%
1-Year
12.19%
34.50%
3-Year
9.46%
13.81%
5-Year
10.86%
13.83%
10-Year
9.28%
8.22%
Last Bull Market
8.19%
17.48%
Last Bear Market
-17.44%
-22.43%

Annual Total Return (%) History

Year
WCMIX
Category
2025
--
--
2024
6.95%
--
2023
16.56%
--
2022
-28.90%
--
2021
17.02%
--
2020
32.82%
25.48%
2019
35.18%
27.83%
2018
-7.30%
-14.08%

2017
31.24%
30.87%
2016
0.67%
-2.14%
2015
5.79%
0.95%
2014
-0.30%
-3.92%
2013
21.72%
18.58%
2012
12.47%
17.70%
2011
--
-12.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 5.15% -- -- --
2024 11.82% -1.38% 4.66% -7.34%
2023 10.58% 3.59% -8.97% 11.79%
2022 -17.34% -17.44% -8.10% 13.36%
2021 -0.04% 10.67% 0.15% 5.63%
2020 -16.82% 25.68% 8.70% 16.87%
2019 12.84% 9.92% -0.58% 9.62%
2018 1.78% 0.87% 3.03% -12.37%
2017 10.62% 8.18% 4.30% 5.15%
2016 0.33% 3.02% 4.67% -6.95%

2015 5.13% 0.98% -6.12% 6.15%
2014 1.02% 3.02% -4.16% -0.05%
2013 7.16% -0.86% 8.18% 5.91%
2012 11.09% -7.82% 4.91% 4.69%
2011 -18.09% 8.56% -- --

Rank in Category (By Total Return)

YTD 18
1-Month 28
3-Month 33
1-Year 41
3-Year 24
5-Year 17

Load Adjusted Returns

1-Year 12.19%
3-Year 9.46%
5-Year 10.86%
10-Year 9.28%

Performance & Risk

YTD Return 15.49%
5y Average Return 11.66%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family WCM Investment Management
Net Assets 18.94B
YTD Return 10.34%
Yield 0.23%
Morningstar Rating
Inception Date May 31, 2011

Fund Summary

The fund normally invests at least 75% of its net assets in equity securities of non-U.S. domiciled companies or depositary receipts of non-U.S. domiciled companies located in developed countries and in emerging and frontier market countries. The fund's investments in equity securities may include common stocks and depositary receipts. It generally invests in securities of companies located in different regions and in at least three different countries.

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