WCM Investment Management Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 21.7 -0.4 5.7 0.7 29.4
Category Average 17.9 -4.0 1.0 -2.4 29.2
Assets for Each Yr* 0.5 0.9 1.9 3.0 5.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 29.41 10.43 11.31

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
5,122 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 4.9 100.00 0.53 Very Low
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 4.4
Stocks 95.3
Bonds 0.0
Other 0.3
Annual Turnover % 21
% Assets in Top 10 10.5
 
Sector Breakdown (% of stocks) 
Sensitive 32.2
Communication Services 0.0
Energy 2.4
Industrials 11.1
Technology 18.6
Cyclical 35.4
Basic Materials 2.9
Consumer Cyclical 21.6
Financial Services 10.9
Real Estate 0.0
Defensive 32.5
Consumer Defensives 15.6
Healthcare 16.9
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Accenture PLC A* Technology 32.50 3.59
  Icon PLC* Healthcare 51.60 2.36
  Core Laboratories NV* Energy -16.45 2.29
  Ferrari NV* Consumer Cyclical 80.72 2.18
  Tractor Supply Co* Consumer Cyclical -8.36 0.01
  The Cooper Companies Inc* Healthcare 31.12 0.01
  Globant SA Technology 27.05 0.01
  Boston Scientific Corp* Healthcare 19.19 0.01
  Tyler Technologies Inc Technology 26.84 0.01
  Facebook Inc A* Technology 56.61 0.01
  Edwards Lifesciences Corp* Healthcare 21.90 0.01
  Ecolab Inc* Basic Materials 16.28 0.01
  Cerner Corp* Technology 46.55 0.01
  Amazon.com Inc* Consumer Cyclical 57.25 0.01
  Agilent Technologies Inc* Healthcare 49.27 0.01
  Visa Inc Class A* Financial Services 46.77 0.01
  Verisk Analytics Inc Industrials 17.04 0.01
  First Republic Bank Financial Services -4.23 0.01
  Crown Castle International Corp* Communication Services 32.02 0.01
  Costco Wholesale Corp* Consumer Defensive 25.96 0.01
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Best 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report
WCM Focused International Growth Instl 13 ---

Worst 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report
WCM Focused International Growth Instl 13 ---

Lowest Expenses | More
12-15-17

Highest Expenses | More
12-15-17

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
WCM Focused International Growth Instl Paul Russell Black 7
WCM Focused Emerging Markets Instl Sanjay Ayer 5
WCM Focused Global Growth Institutional Sanjay Ayer 5
WCM International Small Cap Growth Instl Sanjay Ayer 2

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
WCM International Small Cap Growth Instl Sanjay Ayer 2
WCM Focused Emerging Markets Instl Sanjay Ayer 5
WCM Focused Global Growth Institutional Sanjay Ayer 5
WCM Focused International Growth Instl Paul Russell Black 7
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