WCM Investment Management Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return -0.4 5.7 0.7 31.3 2.7
Category Average -4.0 1.0 -2.4 31.2 -0.6
Assets for Each Yr* 0.9 1.9 3.0 5.3 6.0
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 2.66 10.55 10.35

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
6,008 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 4.9 100.00 0.90 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 5.1
Stocks 94.1
Bonds 0.0
Other 0.8
Annual Turnover % 21
% Assets in Top 10 6.3
 
Sector Breakdown (% of stocks) 
Sensitive 40.1
Communication Services 0.0
Energy 2.8
Industrials 15.7
Technology 21.6
Cyclical 36.5
Basic Materials 5.0
Consumer Cyclical 20.2
Financial Services 11.3
Real Estate 0.0
Defensive 23.4
Consumer Defensives 11.4
Healthcare 12.1
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-13-18

  Sector YTD Return % % Net Assets  
  Accenture PLC A* Technology 10.67 3.80
  Ferrari NV* Consumer Cyclical 36.76 2.29
  Boston Scientific Corp* Healthcare 34.53 0.02
  Amphenol Corp Class A* Technology 1.51 0.02
  Amazon.com Inc* Consumer Cyclical 55.03 0.02
  Ecolab Inc* Basic Materials 7.30 0.02
  Tractor Supply Co* Consumer Cyclical 5.44 0.02
  The Cooper Companies Inc* Healthcare 13.43 0.02
  Stryker Corp* Healthcare 13.17 0.02
  First Republic Bank Financial Services 13.22 0.02
  Visa Inc Class A* Financial Services 22.65 0.02
  Tyler Technologies Inc Technology 33.21 0.01
  Schlumberger Ltd* Energy 2.51 0.01
  Edwards Lifesciences Corp* Healthcare 31.43 0.01
  Cerner Corp* Technology -8.78 0.01
  Agilent Technologies Inc* Healthcare -4.92 0.01
  Activision Blizzard Inc* Technology 29.25 0.01
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Best 5-Year Relative Performance | More
07-13-18

Worst 5-Year Relative Performance | More
07-13-18

Lowest Expenses | More
07-13-18

Highest Expenses | More
07-13-18

Longest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
WCM Focused International Growth Instl Paul Russell Black 7
WCM Focused Global Growth Institutional Sanjay Ayer 5
WCM Focused Emerging Markets Instl Sanjay Ayer 3
WCM International Small Cap Growth Instl Sanjay Ayer 3

Shortest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
WCM International Small Cap Growth Instl Sanjay Ayer 3
WCM Focused Emerging Markets Instl Sanjay Ayer 3
WCM Focused Global Growth Institutional Sanjay Ayer 5
WCM Focused International Growth Instl Paul Russell Black 7
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