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WCM Small Cap Growth Institutional (WCMLX)

11.08
+1.06
+(10.58%)
At close: 8:04:11 PM EDT
Loading Chart for WCMLX
  • Previous Close 10.02
  • YTD Return -11.74%
  • Expense Ratio 0.99%
  • Category Small Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 40.43M
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 83.00%
  • Last Dividend --
  • Inception Date Oct 30, 2019

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").

WCM Investment Management

Fund Family

Small Growth

Fund Category

40.43M

Net Assets

2019-10-30

Inception Date

Performance Overview: WCMLX

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Trailing returns as of 4/7/2025. Category is Small Growth.

YTD Return

WCMLX
11.74%
Category
12.40%
 

1-Year Return

WCMLX
14.08%
Category
55.69%
 

3-Year Return

WCMLX
2.48%
Category
19.34%
 

5-Year Return

WCMLX
10.03%
Category
20.72%
 

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Holdings: WCMLX

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Sector Weightings

SectorWCMLX
Technology   27.40%
Industrials   21.81%
Healthcare   17.89%
Real Estate   1.39%
Utilities   0.00%
Energy   0.00%

Recent News: WCMLX

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Research Reports: WCMLX

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