WCM Investment Management Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return -0.4 5.7 0.7 31.3 5.8
Category Average -4.0 1.0 -2.4 31.2 -0.4
Assets for Each Yr* 0.9 1.9 3.0 5.3 6.8
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 5.75 14.06 9.27

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
6,784 $100,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock 5.0 100.00 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 5.0
Stocks 93.9
Bonds 0.0
Other 1.1
Annual Turnover % 26
% Assets in Top 10 9.9
 
Sector Breakdown (% of stocks) 
Sensitive 40.9
Communication Services 0.0
Energy 2.5
Industrials 15.0
Technology 23.4
Cyclical 32.1
Basic Materials 5.8
Consumer Cyclical 14.8
Financial Services 11.5
Real Estate 0.0
Defensive 27.1
Consumer Defensives 11.4
Healthcare 15.6
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-12-18

  Sector YTD Return % % Net Assets  
  Accenture PLC A* Technology 2.77 3.90
  Experian PLC Industrials 3.90 3.65
  Core Laboratories NV* Energy 0.37 2.23
  The Cooper Companies Inc* Healthcare 15.04 0.02
  Boston Scientific Corp* Healthcare 45.22 0.02
  First Republic Bank Financial Services 5.46 0.02
  Amphenol Corp Class A* Technology -3.29 0.02
  Edwards Lifesciences Corp* Healthcare 24.01 0.01
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Best 5-Year Relative Performance | More
10-12-18

Worst 5-Year Relative Performance | More
10-12-18

Lowest Expenses | More
10-12-18

Highest Expenses | More
10-12-18

Longest Manager Tenure | More
10-12-18

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
10-12-18

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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