Nasdaq - Delayed Quote USD

WCM International Small Cap Growth Instl (WCMSX)

23.51
+0.16
+(0.69%)
At close: 8:04:33 PM EDT

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities or depository receipts of small capitalization companies domiciled outside of the United States, including in emerging and frontier market countries. The fund invests in the securities of companies located in different countries and in at least three different countries.

WCM International Small Cap Growth Instl

Milwaukee, WI 53233
803 West Michigan Street
(414) 299-2295

Fund Overview

Category Foreign Small/Mid Growth
Fund Family WCM Investment Management
Net Assets 311.69M
YTD Return 5.15%
Yield 1.25%
Morningstar Rating
Inception Date Nov 30, 2015

Fund Operations

Last Dividend 0.27
Last Cap Gain 6.00
Holdings Turnover 107.00%
Average for Category --

Fees & Expenses

Expense WCMSX Category Average
Annual Report Expense Ratio (net) 1.26% 1.30%
Prospectus Net Expense Ratio 1.26% --
Prospectus Gross Expense Ratio 1.32% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

As a member of the Investment Strategy Group for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2007, he served as an equity analyst for Morningstar, Inc., where he covered the gaming, cruise and online travel industries. Sanjay also served previously as a performance analyst at J. & W. Seligman & Co. In addition to being a CFA® charterholder, he holds a BA in economics and a BA in applied mathematics from Johns Hopkins University.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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